Convergence Financial’s Weyerhaeuser WY Stock Holding History

Convergence Financial’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 Q3	$365K	Buy	+19,149	New	+$447K	0.05%	202

Other funds holding WY

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Convergence Financial's WY Position: Q3 2026 in Review

Convergence Financial opened a new position in Weyerhaeuser (WY) in Q3 2026: 19,149 shares worth $365K. The stake represents 0.05% of the portfolio and ranks #202 among its holdings.

258 funds tracked by Wall St. Rank hold WY as of Q3 2026.

Convergence Financial held 19,149 shares of Weyerhaeuser worth $365K as of Q3 2026.
Weyerhaeuser was a new Convergence Financial position in Q3 2026.
Weyerhaeuser made up 0.05% of Convergence Financial's portfolio in Q3 2026, its #202 holding.
258 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.