IMA Advisory Services’s Woori Financial WF Stock Holding History

IMA Advisory Services’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 Q1	$2.4K	Sell	36 -4	-10%	-$269	﹤0.01%	607
2025 Q4	$2.35K	Buy	+40	New	+$2.23K	﹤0.01%	626

Other funds holding WF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

QCM

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

VPIM

Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

IMA Advisory Services's WF Position: Q1 2026 in Review

IMA Advisory Services reduced its Woori Financial (WF) stake by 10% in Q1 2026, selling an estimated $269 and leaving 36 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #607.

IMA Advisory Services first reported a position in WF in Q4 2025 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold WF as of Q1 2026.

IMA Advisory Services held 36 shares of Woori Financial worth $2.4K as of Q1 2026.
IMA Advisory Services sold 4 Woori Financial shares in Q1 2026, an estimated $269.
Woori Financial made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #607 holding.
IMA Advisory Services first reported a position in Woori Financial in Q4 2025 and has held it in 2 quarters since.
197 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.