LPL Financial
WFG icon

LPL Financial’s West Fraser Timber WFG Stock Holding History

LPL Financial’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 		$935K Sell
13,807
-2,239
-14% -$146K ﹤0.01% 4479
2026
Q1 		$1.05M Buy
16,046
+2,062
+15% +$139K ﹤0.01% 4132
2025
Q4 		$855K Buy
13,984
+2,712
+24% +$170K ﹤0.01% 4229
2025
Q3 		$766K Buy
11,272
+5,423
+93% +$396K ﹤0.01% 4263
2025
Q2 		$429K Sell
5,849
-202
-3% -$15K ﹤0.01% 4501
2025
Q1 		$466K Sell
6,051
-591
-9% -$48.6K ﹤0.01% 4235
2024
Q4 		$575K Buy
6,642
+2,111
+47% +$198K ﹤0.01% 3972
2024
Q3 		$441K Buy
4,531
+1,602
+55% +$137K ﹤0.01% 4111
2024
Q2 		$225K Buy
+2,929
New +$233K ﹤0.01% 4476
2023
Q2 		– Sell
-2,982
Closed -$212K – 4700
2023
Q1 		$212K Sell
2,982
-491
-14% -$37.7K ﹤0.01% 3998
2022
Q4 		$251K Buy
3,473
+361
+12% +$27.5K ﹤0.01% 3805
2022
Q3 		$226K Buy
3,112
+90
+3% +$7.81K ﹤0.01% 3828
2022
Q2 		$232K Sell
3,022
-5,035
-62% -$424K ﹤0.01% 3831
2022
Q1 		$664K Sell
8,057
-2,461
-23% -$231K ﹤0.01% 2964
2021
Q4 		$1M Buy
10,518
+7,429
+240% +$643K ﹤0.01% 2654
2021
Q3 		$260K Buy
+3,089
New +$230K ﹤0.01% 3765

Other funds holding WFG

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LPL Financial's WFG Position: Q2 2026 in Review

LPL Financial reduced its West Fraser Timber (WFG) stake by 14% in Q2 2026, selling an estimated $146K and leaving 13,807 shares worth $935K. The position accounts for ﹤0.01% of the portfolio, ranked #4479.

LPL Financial first reported a position in WFG in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.05M in Q1 2026. 51 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

  • LPL Financial held 13,807 shares of West Fraser Timber worth $935K as of Q2 2026.
  • LPL Financial sold 2,239 West Fraser Timber shares in Q2 2026, an estimated $146K.
  • West Fraser Timber made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4479 holding.
  • LPL Financial first reported a position in West Fraser Timber in Q3 2021 and has held it in 16 quarters since.
  • LPL Financial's West Fraser Timber position peaked at $1.05M in Q1 2026.
  • 51 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.