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Montgomery Financial Services’s Weyerhaeuser WY Stock Holding History

Montgomery Financial Services’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 		$4.79K Buy
+200
New +$4.86K ﹤0.01% 230

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Montgomery Financial Services's WY Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Weyerhaeuser (WY) in Q2 2026: 200 shares worth $4.79K. The stake represents ﹤0.01% of the portfolio and ranks #230 among its holdings.

851 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Montgomery Financial Services held 200 shares of Weyerhaeuser worth $4.79K as of Q2 2026.
  • Weyerhaeuser was a new Montgomery Financial Services position in Q2 2026.
  • Weyerhaeuser made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #230 holding.
  • 851 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.