IFG
WY icon

Independent Financial Group’s Weyerhaeuser WY Stock Holding History

Independent Financial Group’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 		$1.15M Buy
48,212
+10,644
+28% +$259K 0.02% 634
2026
Q1 		$918K Buy
+37,568
New +$945K 0.02% 658
2025
Q4 		– Sell
-8,705
Closed -$216K – 1490
2025
Q3 		$216K Sell
8,705
-299
-3% -$7.64K 0.01% 1252
2025
Q2 		$231K Sell
9,004
-89
-1% -$2.33K 0.01% 1156
2025
Q1 		$266K Buy
9,093
+1,167
+15% +$34.7K 0.01% 975
2024
Q4 		$223K Sell
7,926
-682
-8% -$21.3K 0.01% 1045
2024
Q3 		$292K Buy
8,608
+177
+2% +$5.44K 0.01% 892
2024
Q2 		$239K Buy
+8,431
New +$261K 0.01% 946
2024
Q1 		– Sell
-7,109
Closed -$247K – 1065
2023
Q4 		$247K Sell
7,109
-257
-3% -$8K 0.01% 806
2023
Q3 		$226K Sell
7,366
-150
-2% -$4.94K 0.01% 783
2023
Q2 		$252K Sell
7,516
-10
-0.1% -$301 0.02% 726
2023
Q1 		$227K Buy
7,526
+1,020
+16% +$32.2K 0.02% 727
2022
Q4 		$202K Buy
+6,506
New +$202K 0.02% 719
2022
Q2 		– Sell
-5,386
Closed -$204K – 825
2022
Q1 		$204K Sell
5,386
-1,400
-21% -$55.5K 0.02% 728
2021
Q4 		$279K Buy
6,786
+114
+2% +$4.33K 0.02% 624
2021
Q3 		$237K Sell
6,672
-342
-5% -$12K 0.02% 617
2021
Q2 		$241K Buy
+7,014
New +$260K 0.03% 598

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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

Independent Financial Group's WY Position: Q2 2026 in Review

Independent Financial Group increased its Weyerhaeuser (WY) stake by 28% in Q2 2026, buying an estimated $259K and bringing the position to 48,212 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #634.

Independent Financial Group first reported a position in WY in Q2 2021 and has held it in 17 quarters since. 896 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Independent Financial Group held 48,212 shares of Weyerhaeuser worth $1.15M as of Q2 2026.
  • Independent Financial Group bought 10,644 Weyerhaeuser shares in Q2 2026, an estimated $259K.
  • Weyerhaeuser made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #634 holding.
  • Independent Financial Group first reported a position in Weyerhaeuser in Q2 2021 and has held it in 17 quarters since.
  • 896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.