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Farther Finance Advisors’s Weyerhaeuser WY Stock Holding History

Farther Finance Advisors’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 		$329K Sell
17,284
-2,233
-11% -$52.1K ﹤0.01% 1906
2026
Q2 		$468K Buy
19,517
+6,646
+52% +$161K ﹤0.01% 1610
2026
Q1 		$311K Buy
12,871
+558
+5% +$14K ﹤0.01% 1709
2025
Q4 		$292K Buy
12,313
+1,228
+11% +$28.4K ﹤0.01% 1661
2025
Q3 		$275K Buy
11,085
+105
+1% +$2.68K ﹤0.01% 1432
2025
Q2 		$282K Buy
10,980
+1,504
+16% +$39.4K 0.01% 1222
2025
Q1 		$276K Buy
9,476
+6,622
+232% +$197K 0.01% 1087
2024
Q4 		$80.3K Sell
2,854
-22
-0.8% -$687 ﹤0.01% 1411
2024
Q3 		$97.4K Buy
2,876
+182
+7% +$5.59K ﹤0.01% 1316
2024
Q2 		$74.2K Buy
2,694
+375
+16% +$11.6K ﹤0.01% 1252
2024
Q1 		$82.5K Sell
2,319
-15
-0.6% -$508 0.01% 1007
2023
Q4 		$81.2K Buy
2,334
+764
+49% +$23.8K 0.01% 858
2023
Q3 		$48.1K Buy
1,570
+473
+43% +$15.6K 0.01% 786
2023
Q2 		$36.8K Buy
1,097
+9
+0.8% +$271 0.01% 769
2023
Q1 		$32.8K Sell
1,088
-79
-7% -$2.49K 0.01% 738
2022
Q4 		$36.2K Buy
+1,167
New +$36.2K 0.01% 568

Other funds holding WY

OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's WY Position: Q3 2026 in Review

Farther Finance Advisors reduced its Weyerhaeuser (WY) stake by 11% in Q3 2026, selling an estimated $52.1K and leaving 17,284 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Farther Finance Advisors first reported a position in WY in Q4 2022 and has held it in 16 quarters since. The position peaked at $468K in Q2 2026. 26 funds tracked by Wall St. Rank hold WY as of Q3 2026.

  • Farther Finance Advisors held 17,284 shares of Weyerhaeuser worth $329K as of Q3 2026.
  • Farther Finance Advisors sold 2,233 Weyerhaeuser shares in Q3 2026, an estimated $52.1K.
  • Weyerhaeuser made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1906 holding.
  • Farther Finance Advisors first reported a position in Weyerhaeuser in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Weyerhaeuser position peaked at $468K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.