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RAFFA WEALTH MANAGEMENT, LLC’s Woori Financial WF Stock Holding History

RAFFA WEALTH MANAGEMENT, 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 		$17.2K Buy
300
+167
+126% +$10.8K ﹤0.01% 319
2026
Q1 		$8.86K Sell
133
-9
-6% -$606 ﹤0.01% 420
2025
Q4 		$8.35K Buy
142
+51
+56% +$2.84K ﹤0.01% 408
2025
Q3 		$5.11K Buy
91
+26
+40% +$1.42K ﹤0.01% 477
2025
Q2 		$3.23K Hold
65
– – ﹤0.01% 589
2025
Q1 		$2.17K Hold
65
– – ﹤0.01% 611
2024
Q4 		$2.03K Hold
65
– – ﹤0.01% 667
2024
Q3 		$2.32K Hold
65
– – ﹤0.01% 603
2024
Q2 		$2.08K Hold
65
– – ﹤0.01% 713
2024
Q1 		$2.11K Hold
65
– – ﹤0.01% 696
2023
Q4 		$1.96K Hold
65
– – ﹤0.01% 630
2023
Q3 		$1.78K Hold
65
– – ﹤0.01% 620
2023
Q2 		$1.75K Hold
65
– – ﹤0.01% 646
2023
Q1 		$1.71K Hold
65
– – ﹤0.01% 651
2022
Q4 		$1.79K Hold
65
– – ﹤0.01% 626
2022
Q3 		$1.45K Hold
65
– – ﹤0.01% 690
2022
Q2 		$1.84K Hold
65
– – ﹤0.01% 629
2022
Q1 		$2.45K Hold
65
– – ﹤0.01% 588
2021
Q4 		$2.09K Sell
65
-21
-24% -$683 ﹤0.01% 646
2021
Q3 		$2.48K Hold
86
– – ﹤0.01% 557
2021
Q2 		$2.6K Sell
86
-8
-9% -$236 ﹤0.01% 544
2021
Q1 		$2.55K Buy
+94
New +$2.47K ﹤0.01% 569

Other funds holding WF

S
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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WF Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Woori Financial (WF) stake by 126% in Q2 2026, buying an estimated $10.8K and bringing the position to 300 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WF in Q1 2021 and has held it in 22 quarters since. 57 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 300 shares of Woori Financial worth $17.2K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 167 Woori Financial shares in Q2 2026, an estimated $10.8K.
  • Woori Financial made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #319 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Woori Financial in Q1 2021 and has held it in 22 quarters since.
  • 57 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.