Larson Financial Group’s West Fraser Timber WFG Stock Holding History

Larson Financial Group’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	$718	Buy	11 +7	+175%	+$472	﹤0.01%	3246
2025 Q4	$244	Hold	4	–	–	﹤0.01%	3252
2025 Q3	$272	Hold	4	–	–	﹤0.01%	3215
2025 Q2	$293	Hold	4	–	–	﹤0.01%	2984
2025 Q1	$308	Hold	4	–	–	﹤0.01%	2691
2024 Q4	$346	Hold	4	–	–	﹤0.01%	2296
2024 Q3	$389	Hold	4	–	–	﹤0.01%	2190
2024 Q2	$307	Hold	4	–	–	﹤0.01%	1958
2024 Q1	$346	Hold	4	–	–	﹤0.01%	1591
2023 Q4	$342	Buy	+4	New	+$296	﹤0.01%	1609

Other funds holding WFG

Fidelity International

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

T. Rowe Price Associates

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Mackenzie Financial

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Fidelity Investments

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