Carson Wealth (CWM LLC)’s West Fraser Timber WFG Stock Holding History

Carson Wealth (CWM LLC)’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	-194	Closed	-$13K	–	5676
2025 Q3	$13K	Sell	194 -174	-47%	-$12.7K	﹤0.01%	4371
2025 Q2	$27K	Buy	368 +105	+40%	+$7.81K	﹤0.01%	3723
2025 Q1	$20K	Sell	263 -185	-41%	-$15.2K	﹤0.01%	3685
2024 Q4	$39K	Buy	448 +3	+0.7%	+$281	﹤0.01%	2979
2024 Q3	$43K	Buy	+445	New	+$38.1K	﹤0.01%	2811
2022 Q2	–	Sell	-13	Closed	-$1K	–	4119
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	3436
2021 Q4	$1K	Buy	+13	New	+$1.12K	﹤0.01%	3401

Other funds holding WFG

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

MNA

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

DSC

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

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

LBA

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

Carson Wealth (CWM LLC)'s WFG Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of West Fraser Timber (WFG) in Q4 2025, closing a stake of 194 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in WFG in Q4 2021 and held it in 7 quarters. The position peaked at $43K in Q3 2024. 158 funds tracked by Wall St. Rank hold WFG as of Q4 2025.

Carson Wealth (CWM LLC) reported no remaining West Fraser Timber position as of Q4 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 194 West Fraser Timber shares in Q4 2025, an estimated $13K.
Carson Wealth (CWM LLC) first reported a position in West Fraser Timber in Q4 2021 and held it in 7 quarters.
Carson Wealth (CWM LLC)'s West Fraser Timber position peaked at $43K in Q3 2024.
158 funds tracked by Wall St. Rank held West Fraser Timber as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.