Charles Schwab’s West Fraser Timber WFG Stock Holding History

Charles Schwab’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	$28.3M	Buy	418,511 +23,863	+6%	+$1.56M	﹤0.01%	1622
2026 Q1	$25.7M	Buy	394,648 +51,883	+15%	+$3.5M	﹤0.01%	1591
2025 Q4	$21M	Buy	342,765 +34,275	+11%	+$2.15M	﹤0.01%	1716
2025 Q3	$21M	Buy	308,490 +31,191	+11%	+$2.28M	﹤0.01%	1707
2025 Q2	$20.3M	Sell	277,299 -26,565	-9%	-$1.97M	﹤0.01%	1667
2025 Q1	$23.3M	Buy	303,864 +192	+0.1%	+$15.8K	﹤0.01%	1556
2024 Q4	$26.3M	Sell	303,672 -1,644	-0.5%	-$154K	﹤0.01%	1547
2024 Q3	$29.8M	Buy	305,316 +4,945	+2%	+$424K	0.01%	1460
2024 Q2	$23.1M	Buy	+300,371	New	+$23.8M	﹤0.01%	1578

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

Charles Schwab's WFG Position: Q2 2026 in Review

Charles Schwab increased its West Fraser Timber (WFG) stake by 6% in Q2 2026, buying an estimated $1.56M and bringing the position to 418,511 shares worth $28.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Charles Schwab first reported a position in WFG in Q2 2024 and has held it in 9 quarters since. The position peaked at $29.8M in Q3 2024. 168 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

Charles Schwab held 418,511 shares of West Fraser Timber worth $28.3M as of Q2 2026.
Charles Schwab bought 23,863 West Fraser Timber shares in Q2 2026, an estimated $1.56M.
West Fraser Timber made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1622 holding.
Charles Schwab first reported a position in West Fraser Timber in Q2 2024 and has held it in 9 quarters since.
Charles Schwab's West Fraser Timber position peaked at $29.8M in Q3 2024.
168 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.