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

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.76B AUM 24.71% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return