AssetMark Inc’s West Fraser Timber WFG Stock Holding History

AssetMark Inc’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 Q2	$609	Hold	9	–	–	﹤0.01%	3254
2026 Q1	$588	Hold	9	–	–	﹤0.01%	3159
2025 Q4	$550	Hold	9	–	–	﹤0.01%	3082
2025 Q3	$612	Sell	9 -20	-69%	-$1.46K	﹤0.01%	2897
2025 Q2	$2.13K	Buy	29 +12	+71%	+$892	﹤0.01%	2412
2025 Q1	$1.31K	Hold	17	–	–	﹤0.01%	2254
2024 Q4	$1.47K	Hold	17	–	–	﹤0.01%	2170
2024 Q3	$1.66K	Sell	17 -22	-56%	-$1.89K	﹤0.01%	1911
2024 Q2	$3K	Hold	39	–	–	﹤0.01%	1681
2024 Q1	$3.37K	Hold	39	–	–	﹤0.01%	1515
2023 Q4	$3.34K	Sell	39 -2,492	-98%	-$185K	﹤0.01%	1488
2023 Q3	$184K	Sell	2,531 -40,716	-94%	-$3.2M	﹤0.01%	883
2023 Q2	$3.72M	Buy	43,247 +1,434	+3%	+$108K	0.01%	378
2023 Q1	$2.98M	Buy	41,813 +11,750	+39%	+$903K	0.01%	397
2022 Q4	$2.17M	Sell	30,063 -5,022	-14%	-$383K	0.01%	419
2022 Q3	$2.54M	Buy	35,085 +18,506	+112%	+$1.61M	0.01%	347
2022 Q2	$1.27M	Sell	16,579 -6,186	-27%	-$521K	0.01%	446
2022 Q1	$2.34M	Sell	22,765 -2,025	-8%	-$190K	0.01%	325
2021 Q4	$2.99M	Sell	24,790 -488	-2%	-$42.2K	0.01%	288
2021 Q3	$2.13M	Buy	25,278 +20,304	+408%	+$1.51M	0.01%	323
2021 Q2	$357K	Buy	+4,974	New	+$382K	﹤0.01%	500

Other funds holding WFG

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc's WFG Position: Q2 2026 in Review

AssetMark Inc held its West Fraser Timber (WFG) position steady in Q2 2026 at 9 shares worth $609. The position accounts for ﹤0.01% of the portfolio, ranked #3254.

AssetMark Inc first reported a position in WFG in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.72M in Q2 2023. 167 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

AssetMark Inc held 9 shares of West Fraser Timber worth $609 as of Q2 2026.
AssetMark Inc left its West Fraser Timber share count unchanged in Q2 2026.
West Fraser Timber made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3254 holding.
AssetMark Inc first reported a position in West Fraser Timber in Q2 2021 and has held it in 21 quarters since.
AssetMark Inc's West Fraser Timber position peaked at $3.72M in Q2 2023.
167 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.