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Root Financial Partners’s Woori Financial WF Stock Holding History

Root Financial Partners’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
-30
Closed -$2K – 3162
2026
Q1 		$2K Buy
30
+17
+131% +$1.14K ﹤0.01% 2322
2025
Q4 		$764 Buy
+13
New +$724 ﹤0.01% 2153

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QCM
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DSC
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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
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Vanguard Personalized Indexing Management
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Root Financial Partners's WF Position: Q2 2026 in Review

Root Financial Partners sold out of Woori Financial (WF) in Q2 2026, closing a stake of 30 shares — an estimated $2K sold.

Root Financial Partners first reported a position in WF in Q4 2025 and held it in 2 quarters. The position peaked at $2K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Root Financial Partners reported no remaining Woori Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 30 Woori Financial shares in Q2 2026, an estimated $2K.
  • Root Financial Partners first reported a position in Woori Financial in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Woori Financial position peaked at $2K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.