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Independent Financial Group’s Woori Financial WF Stock Holding History

Independent Financial Group’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 		– Sell
-3,707
Closed -$218K – 1539
2025
Q4 		$218K Buy
+3,707
New +$206K ﹤0.01% 1306

Other funds holding WF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

Independent Financial Group's WF Position: Q1 2026 in Review

Independent Financial Group sold out of Woori Financial (WF) in Q1 2026, closing a stake of 3,707 shares — an estimated $218K sold.

Independent Financial Group first reported a position in WF in Q4 2025 and held it in 1 quarter. The position peaked at $218K in Q4 2025. 198 funds tracked by Wall St. Rank hold WF as of Q1 2026.

  • Independent Financial Group reported no remaining Woori Financial position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 3,707 Woori Financial shares in Q1 2026, an estimated $218K.
  • Independent Financial Group first reported a position in Woori Financial in Q4 2025 and held it in 1 quarter.
  • Independent Financial Group's Woori Financial position peaked at $218K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.