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Resurgent Financial Advisors’s Weyerhaeuser WY Stock Holding History

Resurgent Financial Advisors’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 		$401K Buy
16,762
+5,376
+47% +$131K 0.11% 189
2026
Q1 		$278K Buy
11,386
+1,310
+13% +$32.9K 0.1% 214
2025
Q4 		$239K Buy
+10,076
New +$233K 0.12% 188
2024
Q1 		– Sell
-654
Closed -$22.7K – 492
2023
Q4 		$22.7K Sell
654
-30
-4% -$934 0.01% 469
2023
Q3 		$21K Hold
684
– – 0.01% 475
2023
Q2 		$22.9K Buy
684
+11
+2% +$331 0.02% 472
2023
Q1 		$20.3K Hold
673
– – 0.01% 482
2022
Q4 		$20.9K Buy
+673
New +$20.9K 0.01% 614

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 $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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

Resurgent Financial Advisors's WY Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Weyerhaeuser (WY) stake by 47% in Q2 2026, buying an estimated $131K and bringing the position to 16,762 shares worth $401K. The position accounts for 0.11% of the portfolio, ranked #189.

Resurgent Financial Advisors first reported a position in WY in Q4 2022 and has held it in 8 quarters since. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Resurgent Financial Advisors held 16,762 shares of Weyerhaeuser worth $401K as of Q2 2026.
  • Resurgent Financial Advisors bought 5,376 Weyerhaeuser shares in Q2 2026, an estimated $131K.
  • Weyerhaeuser made up 0.11% of Resurgent Financial Advisors's portfolio in Q2 2026, its #189 holding.
  • Resurgent Financial Advisors first reported a position in Weyerhaeuser in Q4 2022 and has held it in 8 quarters since.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.