MW ADVISORY, LLC’s Woori Financial WF Stock Holding History

MW ADVISORY, LLC’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	$324K	Buy	+5,650	New	+$367K	0.13%	101

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SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FRA

Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MW ADVISORY, LLC's WF Position: Q2 2026 in Review

MW ADVISORY, LLC opened a new position in Woori Financial (WF) in Q2 2026: 5,650 shares worth $324K. The stake represents 0.13% of the portfolio and ranks #101 among its holdings.

87 funds tracked by Wall St. Rank hold WF as of Q2 2026.

MW ADVISORY, LLC held 5,650 shares of Woori Financial worth $324K as of Q2 2026.
Woori Financial was a new MW ADVISORY, LLC position in Q2 2026.
Woori Financial made up 0.13% of MW ADVISORY, LLC's portfolio in Q2 2026, its #101 holding.
87 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on MW ADVISORY, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.