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United Capital Financial Advisors’s Woori Financial WF Stock Holding History

United Capital 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
Q1 		$426K Buy
6,404
+2,406
+60% +$162K ﹤0.01% 1148
2025
Q4 		$235K Buy
+3,998
New +$223K ﹤0.01% 1268

Other funds holding WF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

United Capital Financial Advisors's WF Position: Q1 2026 in Review

United Capital Financial Advisors increased its Woori Financial (WF) stake by 60% in Q1 2026, buying an estimated $162K and bringing the position to 6,404 shares worth $426K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

United Capital Financial Advisors first reported a position in WF in Q4 2025 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold WF as of Q1 2026.

  • United Capital Financial Advisors held 6,404 shares of Woori Financial worth $426K as of Q1 2026.
  • United Capital Financial Advisors bought 2,406 Woori Financial shares in Q1 2026, an estimated $162K.
  • Woori Financial made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1148 holding.
  • United Capital Financial Advisors first reported a position in Woori Financial in Q4 2025 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Woori Financial as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.