LMFP
WFG icon

Larry Mathis Financial Planning’s West Fraser Timber WFG Stock Holding History

Larry Mathis Financial Planning’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 		$295K Sell
4,361
-2,542
-37% -$166K 0.22% 109
2026
Q1 		$451K Buy
6,903
+86
+1% +$5.8K 0.4% 58
2025
Q4 		$417K Buy
+6,817
New +$427K 0.37% 84

Other funds holding WFG

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
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
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Larry Mathis Financial Planning's WFG Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its West Fraser Timber (WFG) stake by 37% in Q2 2026, selling an estimated $166K and leaving 4,361 shares worth $295K. The position accounts for 0.22% of the portfolio, ranked #109.

Larry Mathis Financial Planning first reported a position in WFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $451K in Q1 2026. 168 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

  • Larry Mathis Financial Planning held 4,361 shares of West Fraser Timber worth $295K as of Q2 2026.
  • Larry Mathis Financial Planning sold 2,542 West Fraser Timber shares in Q2 2026, an estimated $166K.
  • West Fraser Timber made up 0.22% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #109 holding.
  • Larry Mathis Financial Planning first reported a position in West Fraser Timber in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's West Fraser Timber position peaked at $451K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.