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
Q2 		– Sell
-3,430
Closed -$228K – 5596
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

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Raymond James Financial's WF Position: Q2 2026 in Review

Raymond James Financial sold out of Woori Financial (WF) in Q2 2026, closing a stake of 3,430 shares — an estimated $228K sold.

Raymond James Financial first reported a position in WF in Q2 2025 and held it in 3 quarters. The position peaked at $239K in Q3 2025. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Raymond James Financial reported no remaining Woori Financial position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 3,430 Woori Financial shares in Q2 2026, an estimated $228K.
  • Raymond James Financial first reported a position in Woori Financial in Q2 2025 and held it in 3 quarters.
  • Raymond James Financial's Woori Financial position peaked at $239K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.