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Twin Peaks Wealth Advisors’s Woori Financial WF Stock Holding History

Twin Peaks Wealth 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 		– Sell
-143
Closed -$9.52K – 2201
2026
Q1 		$9.52K Buy
+143
New +$9.63K ﹤0.01% 1093
2025
Q3 		– Sell
-143
Closed -$7.89K – 2128
2025
Q2 		$7.89K Buy
+143
New +$5.66K ﹤0.01% 1058

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

Twin Peaks Wealth Advisors's WF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Woori Financial (WF) in Q2 2026, closing a stake of 143 shares — an estimated $9.52K sold.

Twin Peaks Wealth Advisors first reported a position in WF in Q2 2025 and held it in 2 quarters. The position peaked at $9.52K in Q1 2026. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Woori Financial position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 143 Woori Financial shares in Q2 2026, an estimated $9.52K.
  • Twin Peaks Wealth Advisors first reported a position in Woori Financial in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Woori Financial position peaked at $9.52K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.