Diversify Advisory Services’s West Fraser Timber WFG Stock Holding History

Diversify Advisory Services’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	$298K	Sell	4,490 -972	-18%	-$63.3K	0.01%	1056
2026 Q1	$345K	Sell	5,462 -318	-6%	-$21.4K	0.05%	149
2025 Q4	$405K	Sell	5,780 -186	-3%	-$11.6K	0.01%	667
2025 Q3	$358K	Buy	5,966 +2,531	+74%	+$185K	0.01%	662
2025 Q2	$248K	Buy	3,435 +5	+0.1%	+$372	0.01%	727
2025 Q1	$251K	Buy	+3,430	New	+$282K	0.02%	549

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

Diversify Advisory Services's WFG Position: Q2 2026 in Review

Diversify Advisory Services reduced its West Fraser Timber (WFG) stake by 18% in Q2 2026, selling an estimated $63.3K and leaving 4,490 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #1056.

Diversify Advisory Services first reported a position in WFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $405K in Q4 2025. 168 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

Diversify Advisory Services held 4,490 shares of West Fraser Timber worth $298K as of Q2 2026.
Diversify Advisory Services sold 972 West Fraser Timber shares in Q2 2026, an estimated $63.3K.
West Fraser Timber made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1056 holding.
Diversify Advisory Services first reported a position in West Fraser Timber in Q1 2025 and has held it in 6 quarters since.
Diversify Advisory Services's West Fraser Timber position peaked at $405K in Q4 2025.
168 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.