Bank of Montreal’s West Fraser Timber WFG Stock Holding History

Bank of Montreal’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
2025 Q4	–	Sell	-400	Closed	-$27.2K	–	3862
2025 Q3	$27.2K	Buy	400 +200	+100%	+$14.6K	﹤0.01%	3238
2025 Q2	$14.7K	Buy	+200	New	+$14.9K	﹤0.01%	3328
2024 Q4	–	Sell	-300	Closed	-$28.9K	–	3969
2024 Q3	$28.9K	Buy	+300	New	+$25.7K	﹤0.01%	3521
2024 Q2	–	Sell	-148,000	Closed	-$13M	–	4280
2024 Q1	$13M	Buy	+148,000	New	+$12.1M	﹤0.01%	887
2023 Q4	–	Sell	-131,000	Closed	-$9.6M	–	4325
2023 Q3	$9.6M	Buy	131,000 +91,000	+228%	+$7.16M	﹤0.01%	1004
2023 Q2	$3.44M	Buy	+40,000	New	+$3.02M	﹤0.01%	1516
2022 Q3	–	Sell	-50,000	Closed	-$4.41K	–	4444
2022 Q2	$4.41K	Sell	50,000 -157,000	-76%	-$13.2M	﹤0.01%	1492
2022 Q1	$17.9M	Sell	207,000 -35,500	-15%	-$3.34M	0.01%	872
2021 Q4	$23.3M	Buy	+242,500	New	+$21M	0.01%	685
2021 Q3	–	Sell	-48,000	Closed	-$3.39M	–	3965
2021 Q2	$3.39M	Buy	+48,000	New	+$3.69M	﹤0.01%	1795

Other funds holding WFG

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

DSC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MNA

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

LBA

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

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

Bank of Montreal's WFG Position: Q1 2026 in Review

Bank of Montreal reduced its West Fraser Timber (WFG) stake by 62% in Q1 2026, selling an estimated $93.9M and leaving 846,669 shares worth $55.3M. The position accounts for 0.02% of the portfolio, ranked #525.

Bank of Montreal first reported a position in WFG in Q1 2021 and has held it in 21 quarters since. The position peaked at $348M in Q4 2021. 173 funds tracked by Wall St. Rank hold WFG as of Q1 2026.

Bank of Montreal held 846,669 shares of West Fraser Timber worth $55.3M as of Q1 2026.
Bank of Montreal sold 1,392,316 West Fraser Timber shares in Q1 2026, an estimated $93.9M.
West Fraser Timber made up 0.02% of Bank of Montreal's portfolio in Q1 2026, its #525 holding.
Bank of Montreal first reported a position in West Fraser Timber in Q1 2021 and has held it in 21 quarters since.
Bank of Montreal's West Fraser Timber position peaked at $348M in Q4 2021.
173 funds tracked by Wall St. Rank held West Fraser Timber as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.