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Summit Wealth Group (Colorado)’s Woori Financial WF Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-8,121
Closed -$357K – 484
2025
Q3 		$357K Buy
+8,121
New +$443K 0.06% 173

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QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VPIM
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VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Summit Wealth Group (Colorado)'s WF Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Woori Financial (WF) in Q4 2025, closing a stake of 8,121 shares — an estimated $357K sold.

Summit Wealth Group (Colorado) first reported a position in WF in Q3 2025 and held it in 1 quarter. The position peaked at $357K in Q3 2025. 170 funds tracked by Wall St. Rank hold WF as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Woori Financial position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 8,121 Woori Financial shares in Q4 2025, an estimated $357K.
  • Summit Wealth Group (Colorado) first reported a position in Woori Financial in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Woori Financial position peaked at $357K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held Woori Financial as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.