TFA
WF icon

Transamerica Financial Advisors’s Woori Financial WF Stock Holding History

Transamerica Financial Advisors’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 		$4.27K Hold
74
– – ﹤0.01% 1161
2026
Q1 		$4.93K Buy
74
+57
+335% +$3.84K ﹤0.01% 1044
2025
Q4 		$999 Hold
17
– – ﹤0.01% 1241
2025
Q3 		$955 Buy
+17
New +$927 ﹤0.01% 1178

Other funds holding WF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Transamerica Financial Advisors's WF Position: Q2 2026 in Review

Transamerica Financial Advisors held its Woori Financial (WF) position steady in Q2 2026 at 74 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Transamerica Financial Advisors first reported a position in WF in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.93K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Transamerica Financial Advisors held 74 shares of Woori Financial worth $4.27K as of Q2 2026.
  • Transamerica Financial Advisors left its Woori Financial share count unchanged in Q2 2026.
  • Woori Financial made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1161 holding.
  • Transamerica Financial Advisors first reported a position in Woori Financial in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Woori Financial position peaked at $4.93K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.