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

Kestra 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 Q1	–	Sell	-6,975	Closed	-$426K	–	4386
2025 Q4	$426K	Buy	6,975 +1,450	+26%	+$90.7K	﹤0.01%	2269
2025 Q3	$376K	Buy	5,525 +1,826	+49%	+$133K	﹤0.01%	2266
2025 Q2	$271K	Sell	3,699 -15	-0.4%	-$1.11K	﹤0.01%	2433
2025 Q1	$286K	Sell	3,714 -188	-5%	-$15.5K	﹤0.01%	2198
2024 Q4	$338K	Buy	3,902 +898	+30%	+$84.2K	﹤0.01%	2145
2024 Q3	$292K	Sell	3,004 -521	-15%	-$44.6K	﹤0.01%	2106
2024 Q2	$271K	Buy	+3,525	New	+$280K	﹤0.01%	2181

Other funds holding WFG

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kestra Advisory Services's WFG Position: Q1 2026 in Review

Kestra Advisory Services sold out of West Fraser Timber (WFG) in Q1 2026, closing a stake of 6,975 shares — an estimated $426K sold.

Kestra Advisory Services first reported a position in WFG in Q2 2024 and held it in 7 quarters. The position peaked at $426K in Q4 2025. 173 funds tracked by Wall St. Rank hold WFG as of Q1 2026.

Kestra Advisory Services reported no remaining West Fraser Timber position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 6,975 West Fraser Timber shares in Q1 2026, an estimated $426K.
Kestra Advisory Services first reported a position in West Fraser Timber in Q2 2024 and held it in 7 quarters.
Kestra Advisory Services's West Fraser Timber position peaked at $426K in Q4 2025.
173 funds tracked by Wall St. Rank held West Fraser Timber as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.