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Compass Financial Management’s Weyerhaeuser WY Stock Holding History

Compass Financial Management’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.4K Buy
+1,477
New +$35.9K ﹤0.01% 755

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Compass Financial Management's WY Position: Q2 2026 in Review

Compass Financial Management opened a new position in Weyerhaeuser (WY) in Q2 2026: 1,477 shares worth $35.4K. The stake represents ﹤0.01% of the portfolio and ranks #755 among its holdings.

851 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Compass Financial Management held 1,477 shares of Weyerhaeuser worth $35.4K as of Q2 2026.
  • Weyerhaeuser was a new Compass Financial Management position in Q2 2026.
  • Weyerhaeuser made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #755 holding.
  • 851 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.