Larson Financial Group
WY icon

Larson Financial Group’s Weyerhaeuser WY Stock Holding History

Larson 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
Q3 		$1.72M Buy
90,218
+7,970
+10% +$186K 0.04% 280
2026
Q2 		$1.97M Buy
82,248
+2,187
+3% +$53.1K 0.05% 260
2026
Q1 		$1.96M Buy
80,061
+8,050
+11% +$202K 0.06% 239
2025
Q4 		$1.71M Sell
72,011
-8,028
-10% -$186K 0.06% 249
2025
Q3 		$1.98M Buy
80,039
+6,170
+8% +$158K 0.07% 226
2025
Q2 		$1.9M Buy
73,869
+8,597
+13% +$225K 0.08% 220
2025
Q1 		$1.91M Buy
65,272
+4,887
+8% +$145K 0.09% 195
2024
Q4 		$1.7M Buy
60,385
+11,639
+24% +$363K 0.09% 189
2024
Q3 		$1.65M Buy
48,746
+4,567
+10% +$140K 0.09% 186
2024
Q2 		$1.25M Buy
44,179
+1,176
+3% +$36.4K 0.09% 180
2024
Q1 		$1.54M Buy
43,003
+348
+0.8% +$11.8K 0.12% 146
2023
Q4 		$1.48M Buy
42,655
+1,596
+4% +$49.7K 0.13% 140
2023
Q3 		$1.26M Buy
41,059
+1,027
+3% +$33.8K 0.12% 145
2023
Q2 		$1.34M Sell
40,032
-1,191
-3% -$35.9K 0.13% 140
2023
Q1 		$1.24M Buy
41,223
+41
+0.1% +$1.29K 0.14% 141
2022
Q4 		$1.28M Buy
41,182
+4,558
+12% +$141K 0.15% 134
2022
Q3 		$1.05M Buy
36,624
+36,151
+7,643% +$1.23M 0.15% 128
2022
Q2 		$16K Buy
+473
New +$18K ﹤0.01% 607

Other funds holding WY

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Larson Financial Group's WY Position: Q3 2026 in Review

Larson Financial Group increased its Weyerhaeuser (WY) stake by 9.7% in Q3 2026, buying an estimated $186K and bringing the position to 90,218 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #280.

Larson Financial Group first reported a position in WY in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.98M in Q3 2025. 427 funds tracked by Wall St. Rank hold WY as of Q3 2026.

  • Larson Financial Group held 90,218 shares of Weyerhaeuser worth $1.72M as of Q3 2026.
  • Larson Financial Group bought 7,970 Weyerhaeuser shares in Q3 2026, an estimated $186K.
  • Weyerhaeuser made up 0.04% of Larson Financial Group's portfolio in Q3 2026, its #280 holding.
  • Larson Financial Group first reported a position in Weyerhaeuser in Q2 2022 and has held it in 18 quarters since.
  • Larson Financial Group's Weyerhaeuser position peaked at $1.98M in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.