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Putney Financial Group’s Weyerhaeuser WY Stock Holding History

Putney 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
2025
Q3 		– Sell
-352
Closed -$9.04K – 287
2025
Q2 		$9.04K Hold
352
– – 0.01% 227
2025
Q1 		$10.3K Hold
352
– – 0.01% 201
2024
Q4 		$9.91K Buy
+352
New +$11K 0.01% 219

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Putney Financial Group's WY Position: Q3 2025 in Review

Putney Financial Group sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 352 shares — an estimated $9.04K sold.

Putney Financial Group first reported a position in WY in Q4 2024 and held it in 3 quarters. The position peaked at $10.3K in Q1 2025. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

  • Putney Financial Group reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 352 Weyerhaeuser shares in Q3 2025, an estimated $9.04K.
  • Putney Financial Group first reported a position in Weyerhaeuser in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Weyerhaeuser position peaked at $10.3K in Q1 2025.
  • 850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.