Raymond James Financial
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Raymond James Financial’s Woori Financial WF Stock Holding History

Raymond James Financial’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 		$228K Buy
+3,430
New +$231K ﹤0.01% 4825
2025
Q4 		– Sell
-4,254
Closed -$239K – 5345
2025
Q3 		$239K Buy
4,254
+3,932
+1,221% +$214K ﹤0.01% 4528
2025
Q2 		$16K Buy
+322
New +$12.7K ﹤0.01% 5695

Other funds holding WF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $8.02B AUM 45.39% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Raymond James Financial's WF Position: Q1 2026 in Review

Raymond James Financial opened a new position in Woori Financial (WF) in Q1 2026: 3,430 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #4825 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in WF as recently as Q3 2025.

Raymond James Financial first reported a position in WF in Q2 2025 and has held it in 3 quarters since. The position peaked at $239K in Q3 2025. 198 funds tracked by Wall St. Rank hold WF as of Q1 2026.

  • Raymond James Financial held 3,430 shares of Woori Financial worth $228K as of Q1 2026.
  • Woori Financial was a new Raymond James Financial position in Q1 2026.
  • Woori Financial made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4825 holding.
  • Raymond James Financial first reported a position in Woori Financial in Q2 2025 and has held it in 3 quarters since.
  • Raymond James Financial's Woori Financial position peaked at $239K in Q3 2025.
  • 198 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.