Aegis Financial’s West Fraser Timber WFG Stock Holding History

Aegis Financial’s Portfolio WFG Stock Details WFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$205K	Buy	+3,142	New	+$212K	0.04%	36
2025 Q4	–	Sell	-3,142	Closed	-$214K	–	35
2025 Q3	$214K	Hold	3,142	–	–	0.08%	25
2025 Q2	$230K	Sell	3,142 -55	-2%	-$4.09K	0.14%	23
2025 Q1	$246K	Sell	3,197 -198	-6%	-$16.3K	0.21%	22
2024 Q4	$294K	Hold	3,395	–	–	0.25%	21
2024 Q3	$331K	Sell	3,395 -63	-2%	-$5.4K	0.28%	20
2024 Q2	$266K	Hold	3,458	–	–	0.26%	22
2024 Q1	$299K	Sell	3,458 -12,431	-78%	-$1.02M	0.25%	25
2023 Q4	$1.37M	Sell	15,889 -48	-0.3%	-$3.55K	0.83%	22
2023 Q3	$1.16M	Hold	15,937	–	–	0.71%	22
2023 Q2	$1.37M	Hold	15,937	–	–	0.95%	22
2023 Q1	$1.14M	Buy	15,937 +421	+3%	+$32.4K	0.88%	20
2022 Q4	$1.12M	Buy	+15,516	New	+$1.18M	0.99%	18

Other funds holding WFG

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return