MFG
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Merit Financial Group’s Weyerhaeuser WY Stock Holding History

Merit 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
Q2 		$370K Sell
15,447
-845
-5% -$20.5K ﹤0.01% 1683
2026
Q1 		$398K Buy
16,292
+7,273
+81% +$183K ﹤0.01% 1503
2025
Q4 		$214K Sell
9,019
-163
-2% -$3.77K ﹤0.01% 1781
2025
Q3 		$228K Sell
9,182
-834
-8% -$21.3K ﹤0.01% 1592
2025
Q2 		$257K Buy
+10,016
New +$262K ﹤0.01% 1417
2019
Q4 		– Sell
-16,105
Closed -$446K – 250
2019
Q3 		$446K Buy
16,105
+161
+1% +$4.2K 0.05% 95
2019
Q2 		$419K Buy
15,944
+540
+4% +$13.7K 0.05% 76
2019
Q1 		$405K Buy
15,404
+5,702
+59% +$144K 0.05% 76
2018
Q4 		$212K Buy
9,702
+298
+3% +$7.94K 0.03% 105
2018
Q3 		$303K Sell
9,404
-273
-3% -$9.48K 0.05% 94
2018
Q2 		$352K Buy
9,677
+476
+5% +$17.4K 0.06% 76
2018
Q1 		$322K Sell
9,201
-579
-6% -$20.4K 0.06% 77
2017
Q4 		$344K Buy
+9,780
New +$346K 0.07% 75

Other funds holding WY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Merit Financial Group's WY Position: Q2 2026 in Review

Merit Financial Group reduced its Weyerhaeuser (WY) stake by 5.2% in Q2 2026, selling an estimated $20.5K and leaving 15,447 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Merit Financial Group first reported a position in WY in Q4 2017 and has held it in 13 quarters since. The position peaked at $446K in Q3 2019. 151 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Merit Financial Group held 15,447 shares of Weyerhaeuser worth $370K as of Q2 2026.
  • Merit Financial Group sold 845 Weyerhaeuser shares in Q2 2026, an estimated $20.5K.
  • Weyerhaeuser made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1683 holding.
  • Merit Financial Group first reported a position in Weyerhaeuser in Q4 2017 and has held it in 13 quarters since.
  • Merit Financial Group's Weyerhaeuser position peaked at $446K in Q3 2019.
  • 151 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.