QRG Capital Management’s Woori Financial WF Stock Holding History

QRG Capital Management’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	$833K	Buy	14,517 +1,355	+10%	+$87.9K	0.01%	691
2026 Q1	$877K	Buy	13,162 +1,901	+17%	+$128K	0.01%	599
2025 Q4	$662K	Buy	11,261 +1,227	+12%	+$68.3K	0.01%	675
2025 Q3	$563K	Sell	10,034 -1,831	-15%	-$99.8K	0.01%	671
2025 Q2	$590K	Buy	11,865 +1,817	+18%	+$71.9K	0.01%	770
2025 Q1	$335K	Sell	10,048 -1,806	-15%	-$60.3K	﹤0.01%	888
2024 Q4	$370K	Sell	11,854 -3,447	-23%	-$119K	﹤0.01%	847
2024 Q3	$547K	Buy	15,301 +2,716	+22%	+$93.7K	0.01%	746
2024 Q2	$403K	Buy	12,585 +556	+5%	+$17.4K	﹤0.01%	792
2024 Q1	$390K	Sell	12,029 -829	-6%	-$26.6K	0.01%	818
2023 Q4	$389K	Buy	12,858 +2,091	+19%	+$60.1K	0.01%	798
2023 Q3	$295K	Buy	+10,767	New	+$290K	0.01%	815

Other funds holding WF

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

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 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

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return