Position in WF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$688,627
-$104,445 QoQ
Shares Held
11,997
+0.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#76
of 199 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WF Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aprio Wealth Management, LLC holds $10,596,538 across 18 Banks - Regional names. WF ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHG |
Shinhan Financial Group Co Ltd
|
18,281 | $1,156,273 | |
| 2 | RF |
Regions Financial Corp
|
36,975 | $1,116,645 | |
| 3 | KB |
KB Financial Group Inc.
|
10,109 | $1,061,040 | |
| 4 | DB |
Deutsche Bank Aktiengesellschaft
|
22,838 | $771,010 | |
| 5 | WF |
Woori Financial Group Inc.
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|
11,997 | $688,627 | |
| 6 | LYG |
Lloyds Banking Group plc
|
108,247 | $631,080 | |
| 7 | USB |
US Bancorp \De\
|
9,913 | $598,745 | |
| 8 | BAP |
Credicorp Ltd
|
1,519 | $591,772 |
All Filings in WF
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $688,627 | 11,997 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $793,072 | 11,908 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $685,961 | 11,668 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $655,719 | 11,678 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $567,916 | 11,420 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $387,274 | 11,602 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $225,843 | 7,227 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $217,810 | 6,096 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||