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Greenleaf Trust’s Woori Financial WF Stock Holding History

Greenleaf Trust’s Portfolio WF Stock Details WF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$453K Buy
7,885
+699
+10% +$45.3K ﹤0.01% 542
2026
Q1 		$479K Buy
7,186
+84
+1% +$5.66K ﹤0.01% 501
2025
Q4 		$418K Hold
7,102
– – ﹤0.01% 555
2025
Q3 		$399K Hold
7,102
– – ﹤0.01% 555
2025
Q2 		$353K Buy
7,102
+69
+1% +$2.73K ﹤0.01% 581
2025
Q1 		$235K Buy
7,033
+41
+0.6% +$1.37K ﹤0.01% 727
2024
Q4 		$219K Hold
6,992
– – ﹤0.01% 756
2024
Q3 		$250K Buy
6,992
+14
+0.2% +$483 ﹤0.01% 729
2024
Q2 		$224K Sell
6,978
-18
-0.3% -$563 ﹤0.01% 720
2024
Q1 		$227K Buy
6,996
+94
+1% +$3.01K ﹤0.01% 707
2023
Q4 		$209K Sell
6,902
-3,452
-33% -$99.3K ﹤0.01% 717
2023
Q3 		$284K Sell
10,354
-154
-1% -$4.16K ﹤0.01% 597
2023
Q2 		$283K Buy
10,508
+311
+3% +$8.39K ﹤0.01% 610
2023
Q1 		$268K Sell
10,197
-106
-1% -$3.04K ﹤0.01% 640
2022
Q4 		$284K Buy
10,303
+105
+1% +$2.8K ﹤0.01% 603
2022
Q3 		$228K Buy
10,198
+1
+0% +$26 ﹤0.01% 628
2022
Q2 		$288K Sell
10,197
-1,784
-15% -$62.8K ﹤0.01% 564
2022
Q1 		$451K Sell
11,981
-1,935
-14% -$69.9K 0.01% 451
2021
Q4 		$447K Buy
13,916
+685
+5% +$22.3K 0.01% 452
2021
Q3 		$382K Sell
13,231
-1,493
-10% -$43.3K ﹤0.01% 496
2021
Q2 		$446K Sell
14,724
-74
-0.5% -$2.18K 0.01% 429
2021
Q1 		$401K Sell
14,798
-185
-1% -$4.86K 0.01% 450
2020
Q4 		$410K Sell
14,983
-231
-2% -$5.94K 0.01% 383
2020
Q3 		$336K Buy
15,214
+3,938
+35% +$86.3K 0.01% 384
2020
Q2 		$250K Buy
+11,276
New +$237K ﹤0.01% 446

Other funds holding WF

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Greenleaf Trust's WF Position: Q2 2026 in Review

Greenleaf Trust increased its Woori Financial (WF) stake by 9.7% in Q2 2026, buying an estimated $45.3K and bringing the position to 7,885 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Greenleaf Trust first reported a position in WF in Q2 2020 and has held it in 25 quarters since. The position peaked at $479K in Q1 2026. 37 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Greenleaf Trust held 7,885 shares of Woori Financial worth $453K as of Q2 2026.
  • Greenleaf Trust bought 699 Woori Financial shares in Q2 2026, an estimated $45.3K.
  • Woori Financial made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #542 holding.
  • Greenleaf Trust first reported a position in Woori Financial in Q2 2020 and has held it in 25 quarters since.
  • Greenleaf Trust's Woori Financial position peaked at $479K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.