JWA
WF icon

JFS Wealth Advisors’s Woori Financial WF Stock Holding History

JFS Wealth Advisors’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 		$25.5K Hold
444
– – ﹤0.01% 708
2026
Q1 		$29.6K Hold
444
– – ﹤0.01% 636
2025
Q4 		$26.1K Hold
444
– – ﹤0.01% 678
2025
Q3 		$24.9K Hold
444
– – ﹤0.01% 651
2025
Q2 		$22.1K Buy
444
+56
+14% +$2.21K ﹤0.01% 637
2025
Q1 		$13K Sell
388
-27
-7% -$902 ﹤0.01% 795
2024
Q4 		$13K Sell
415
-34
-8% -$1.17K ﹤0.01% 779
2024
Q3 		$16K Buy
449
+111
+33% +$3.83K ﹤0.01% 690
2024
Q2 		$10.8K Hold
338
– – ﹤0.01% 774
2024
Q1 		$11K Buy
338
+16
+5% +$513 ﹤0.01% 787
2023
Q4 		$9.73K Buy
322
+28
+10% +$805 ﹤0.01% 782
2023
Q3 		$8.06K Sell
294
-3
-1% -$81 ﹤0.01% 800
2023
Q2 		$8.01K Buy
297
+3
+1% +$81 ﹤0.01% 802
2023
Q1 		$7.73K Sell
294
-62
-17% -$1.78K ﹤0.01% 812
2022
Q4 		$9.8K Sell
356
-52
-13% -$1.39K ﹤0.01% 721
2022
Q3 		$9K Buy
408
+293
+255% +$7.7K ﹤0.01% 785
2022
Q2 		$3K Sell
115
-226
-66% -$7.95K ﹤0.01% 1253
2022
Q1 		$13K Buy
341
+272
+394% +$9.83K ﹤0.01% 725
2021
Q4 		$2K Buy
+69
New +$2.25K ﹤0.01% 1194

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

JFS Wealth Advisors's WF Position: Q2 2026 in Review

JFS Wealth Advisors held its Woori Financial (WF) position steady in Q2 2026 at 444 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

JFS Wealth Advisors first reported a position in WF in Q4 2021 and has held it in 19 quarters since. The position peaked at $29.6K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • JFS Wealth Advisors held 444 shares of Woori Financial worth $25.5K as of Q2 2026.
  • JFS Wealth Advisors left its Woori Financial share count unchanged in Q2 2026.
  • Woori Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #708 holding.
  • JFS Wealth Advisors first reported a position in Woori Financial in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Woori Financial position peaked at $29.6K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.