Mather Group’s Woori Financial WF Stock Holding History

Mather 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 Q3	$82.2K	Buy	+1,088	New	+$76.6K	﹤0.01%	1012

Other funds holding WF

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Mather Group's WF Position: Q3 2026 in Review

Mather Group opened a new position in Woori Financial (WF) in Q3 2026: 1,088 shares worth $82.2K. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings.

23 funds tracked by Wall St. Rank hold WF as of Q3 2026.

Mather Group held 1,088 shares of Woori Financial worth $82.2K as of Q3 2026.
Woori Financial was a new Mather Group position in Q3 2026.
Woori Financial made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1012 holding.
23 funds tracked by Wall St. Rank held Woori Financial as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.