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Kestra Advisory Services’s Woori Financial WF Stock Holding History

Kestra 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 		– Sell
-735
Closed -$43.2K – 4385
2025
Q4 		$43.2K Buy
+735
New +$40.9K ﹤0.01% 4033

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Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Creative Planning
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
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
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

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

Kestra Advisory Services sold out of Woori Financial (WF) in Q1 2026, closing a stake of 735 shares — an estimated $43.2K sold.

Kestra Advisory Services first reported a position in WF in Q4 2025 and held it in 1 quarter. The position peaked at $43.2K in Q4 2025. 197 funds tracked by Wall St. Rank hold WF as of Q1 2026.

  • Kestra Advisory Services reported no remaining Woori Financial position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 735 Woori Financial shares in Q1 2026, an estimated $43.2K.
  • Kestra Advisory Services first reported a position in Woori Financial in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Woori Financial position peaked at $43.2K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.