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LRI Investments’s Woori Financial WF Stock Holding History

LRI Investments’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 		$17.4K Buy
304
+40
+15% +$2.6K ﹤0.01% 801
2026
Q1 		$17.6K Buy
+264
New +$17.8K ﹤0.01% 727

Other funds holding WF

EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

LRI Investments's WF Position: Q2 2026 in Review

LRI Investments increased its Woori Financial (WF) stake by 15% in Q2 2026, buying an estimated $2.6K and bringing the position to 304 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

LRI Investments first reported a position in WF in Q1 2026 and has held it in 2 quarters since. The position peaked at $17.6K in Q1 2026. 62 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • LRI Investments held 304 shares of Woori Financial worth $17.4K as of Q2 2026.
  • LRI Investments bought 40 Woori Financial shares in Q2 2026, an estimated $2.6K.
  • Woori Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #801 holding.
  • LRI Investments first reported a position in Woori Financial in Q1 2026 and has held it in 2 quarters since.
  • LRI Investments's Woori Financial position peaked at $17.6K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.