Filing Research | WOORI FINL GROUP INC Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	SIGNATUREFD, LLC	Shares	49.7KSH	$2.9M
2	Sequoia Financial Advisors, LLC	Shares	48.5KSH	$2.8M
3	Ballentine Partners, LLC	Shares	48.0KSH	$2.8M
4	Abacus Wealth Partners, LLC	Shares	21.4KSH	$1.2M
5	Venturi Wealth Management, LLC	Shares	15.8KSH	$906.1K
6	Crossmark Global Holdings, Inc.	Shares	15.3KSH	$877.1K
7	Composition Wealth, LLC	Shares	15.0KSH	$862.2K
8	QRG CAPITAL MANAGEMENT, INC.	Shares	14.5KSH	$833.3K
9	Aaron Wealth Advisors LLC	Shares	13.0KSH	$744.5K
10	Aprio Wealth Management, LLC	Shares	12.0KSH	$688.6K
11	BSW Wealth Partners	Shares	11.6KSH	$668.1K
12	GAMMA Investing LLC	Shares	10.1KSH	$581.8K
13	GREENLEAF TRUST	Shares	7.9KSH	$452.6K
14	Foster Group, Inc.	Shares	7.4KSH	$427.0K
15	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	7.4KSH	$423.1K
16	Canopy Partners, LLC	Shares	7.3KSH	$418.4K
17	Centurion Wealth Management LLC	Shares	6.8KSH	$393.2K
18	EverSource Wealth Advisors, LLC	Shares	6.7KSH	$385.4K
19	Sivia Capital Partners, LLC	Shares	6.0KSH	$345.4K
20	55 North Private Wealth, LLC	Shares	5.1KSH	$292.2K
21	DRIVE WEALTH MANAGEMENT, LLC	Shares	5.0KSH	$289.4K
22	Blue Trust, Inc.	Shares	4.1KSH	$237.7K
23	Farther Finance Advisors, LLC	Shares	4.1KSH	$235.7K
24	Dynamic Advisor Solutions LLC	Shares	3.7KSH	$214.3K
25	EASTERN BANK	Shares	2.4KSH	$139.9K
26	HM PAYSON & CO	Shares	1.0KSH	$58.3K
27	JFS WEALTH ADVISORS, LLC	Shares	444SH	$25.5K
28	ELEVATION WEALTH PARTNERS, LLC	Shares	358SH	$20.6K
29	LRI Investments, LLC	Shares	304SH	$17.4K
30	Physician Wealth Advisors, Inc.	Shares	256SH	$14.7K
31	True Wealth Design, LLC	Shares	232SH	$13.3K
32	FINANCIAL CONSULATE, INC	Shares	216SH	$12.4K
33	Versant Capital Management, Inc	Shares	149SH	$8.6K
34	HIGHLINE WEALTH PARTNERS LLC	Shares	99SH	$5.7K
35	IFP Advisors, Inc	Shares	99SH	$5.7K
36	Gleason Group, Inc.	Shares	97SH	$5.6K
37	Triumph Capital Management	Shares	50SH	$2.9K
38	Crewe Advisors LLC	Shares	45SH	$2.6K
39	SBI Securities Co., Ltd.	Shares	45SH	$2.6K
40	Granite FO LLC	Shares	43SH	$2.5K
41	Noble Wealth Management PBC	Shares	41SH	$2.4K
42	Ares Financial Consulting, LLC	Shares	40SH	$2.3K
43	Dogwood Wealth Management LLC	Shares	40SH	$2.3K
44	Trust Co	Shares	16SH	$918
45	Abound Wealth Management	Shares	12SH	$689

Manager changes2026-06-30 vs 2026-03-31

48 / 48 loaded

#		Instrument
1	Crossmark Global Holdings, Inc. added	Shares	+12.3K	+$676.5K	$877.1K
2	55 North Private Wealth, LLC new	Shares	+5.1K	+$292.2K	$292.2K
3	GAMMA Investing LLC added	Shares	+4.8K	+$227.3K	$581.8K
4	Dynamic Advisor Solutions LLC new	Shares	+3.7K	+$214.3K	$214.3K
5	Venturi Wealth Management, LLC added	Shares	+5.2K	+$201.4K	$906.1K
6	Ballentine Partners, LLC added	Shares	+9.6K	+$200.1K	$2.8M
7	Aaron Wealth Advisors LLC added	Shares	+4.2K	+$162.8K	$744.5K
8	EASTERN BANK new	Shares	+2.4K	+$139.9K	$139.9K
9	Sequoia Financial Advisors, LLC added	Shares	+8.7K	+$132.9K	$2.8M
10	Sivia Capital Partners, LLC added	Shares	+1.6K	+$52.1K	$345.4K
11	HM PAYSON & CO added	Shares	+508	+$24.5K	$58.3K
12	ELEVATION WEALTH PARTNERS, LLC new	Shares	+358	+$20.6K	$20.6K
13	Gleason Group, Inc. new	Shares	+97	+$5.6K	$5.6K
14	True Wealth Design, LLC added	Shares	+107	+$5.0K	$13.3K
15	Canopy Partners, LLC added	Shares	+1.1K	+$4.7K	$418.4K
16	Physician Wealth Advisors, Inc. added	Shares	+97	+$4.1K	$14.7K
17	Versant Capital Management, Inc added	Shares	+71	+$3.4K	$8.6K
18	Composition Wealth, LLC added	Shares	+2.1K	+$3.3K	$862.2K
19	Farther Finance Advisors, LLC added	Shares	+635	+$3.0K	$235.7K
20	Noble Wealth Management PBC new	Shares	+41	+$2.4K	$2.4K
21	Foster Group, Inc. added	Shares	+1.1K	+$1.8K	$427.0K
22	Abound Wealth Management unchanged	Shares	0	-$111	$689
23	LRI Investments, LLC added	Shares	+40	-$132	$17.4K
24	Trust Co unchanged	Shares	0	-$148	$918
25	Dogwood Wealth Management LLC unchanged	Shares	0	-$368	$2.3K
26	Ares Financial Consulting, LLC unchanged	Shares	0	-$388	$2.3K
27	Granite FO LLC unchanged	Shares	0	-$396	$2.5K
28	Crewe Advisors LLC unchanged	Shares	0	-$414	$2.6K
29	SBI Securities Co., Ltd. unchanged	Shares	0	-$414	$2.6K
30	Triumph Capital Management unchanged	Shares	0	-$537	$2.9K
31	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$910	$5.7K
32	IFP Advisors, Inc unchanged	Shares	0	-$910	$5.7K
33	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$4.1K	$25.5K
34	FINANCIAL CONSULATE, INC trimmed	Shares	-47	-$5.1K	$12.4K
35	Spire Wealth Management exited	Shares	-125	-$8.3K	$0
36	GREENLEAF TRUST added	Shares	+699	-$26.0K	$452.6K
37	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+445	-$38.2K	$423.1K
38	DRIVE WEALTH MANAGEMENT, LLC added	Shares	+72	-$41.6K	$289.4K
39	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.4K	-$43.3K	$833.3K
40	Centurion Wealth Management LLC unchanged	Shares	0	-$63.0K	$393.2K
41	BSW Wealth Partners added	Shares	+600	-$67.2K	$668.1K
42	Aprio Wealth Management, LLC added	Shares	+89	-$104.4K	$688.6K
43	SIGNATUREFD, LLC added	Shares	+5.2K	-$112.7K	$2.9M
44	Optas, LLC exited	Shares	-3.1K	-$206.2K	$0
45	EverSource Wealth Advisors, LLC trimmed	Shares	-5.9K	-$455.4K	$385.4K
46	Blue Trust, Inc. trimmed	Shares	-9.3K	-$658.4K	$237.7K
47	Abacus Wealth Partners, LLC trimmed	Shares	-13.6K	-$1.1M	$1.2M
48	YOUSIF CAPITAL MANAGEMENT, LLC exited	Shares	-24.3K	-$1.6M	$0