Clearstead Advisors’s West Fraser Timber WFG Stock Holding History

Clearstead Advisors’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	$9.48K	Sell	140 -19	-12%	-$1.24K	﹤0.01%	1993
2026 Q1	$10.4K	Hold	159	–	–	﹤0.01%	1583
2025 Q4	$9.72K	Hold	159	–	–	﹤0.01%	1885
2025 Q3	$10.8K	Buy	159 +61	+62%	+$4.45K	﹤0.01%	1906
2025 Q2	$7.18K	Hold	98	–	–	﹤0.01%	2002
2025 Q1	$7.54K	Hold	98	–	–	﹤0.01%	1680
2024 Q4	$8.48K	Buy	98 +16	+20%	+$1.5K	﹤0.01%	1619
2024 Q3	$7.98K	Buy	+82	New	+$7.03K	﹤0.01%	1628

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

Clearstead Advisors's WFG Position: Q2 2026 in Review

Clearstead Advisors reduced its West Fraser Timber (WFG) stake by 12% in Q2 2026, selling an estimated $1.24K and leaving 140 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Clearstead Advisors first reported a position in WFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $10.8K in Q3 2025. 168 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

Clearstead Advisors held 140 shares of West Fraser Timber worth $9.48K as of Q2 2026.
Clearstead Advisors sold 19 West Fraser Timber shares in Q2 2026, an estimated $1.24K.
West Fraser Timber made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1993 holding.
Clearstead Advisors first reported a position in West Fraser Timber in Q3 2024 and has held it in 8 quarters since.
Clearstead Advisors's West Fraser Timber position peaked at $10.8K in Q3 2025.
168 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.