AssetMark Inc
WFG icon

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
Q3 		$624 Hold
9
– – ﹤0.01% 3347
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% -$1.88K ﹤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

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
QV Investors
QV Investors Calgary, Alberta, Canada $1.36B AUM 20.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Intact Investment Management
Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AssetMark Inc's WFG Position: Q3 2026 in Review

AssetMark Inc held its West Fraser Timber (WFG) position steady in Q3 2026 at 9 shares worth $624. The position accounts for ﹤0.01% of the portfolio, ranked #3347.

AssetMark Inc first reported a position in WFG in Q2 2021 and has held it in 22 quarters since. The position peaked at $3.72M in Q2 2023. 52 funds tracked by Wall St. Rank hold WFG as of Q3 2026.

  • AssetMark Inc held 9 shares of West Fraser Timber worth $624 as of Q3 2026.
  • AssetMark Inc left its West Fraser Timber share count unchanged in Q3 2026.
  • West Fraser Timber made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3347 holding.
  • AssetMark Inc first reported a position in West Fraser Timber in Q2 2021 and has held it in 22 quarters since.
  • AssetMark Inc's West Fraser Timber position peaked at $3.72M in Q2 2023.
  • 52 funds tracked by Wall St. Rank held West Fraser Timber as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.