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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Resurgent Financial Advisors's WY Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Weyerhaeuser (WY) stake by 13% in Q1 2026, buying an estimated $32.9K and bringing the position to 11,386 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #214.

Resurgent Financial Advisors first reported a position in WY in Q4 2022 and has held it in 7 quarters since. 896 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Resurgent Financial Advisors held 11,386 shares of Weyerhaeuser worth $278K as of Q1 2026.
  • Resurgent Financial Advisors bought 1,310 Weyerhaeuser shares in Q1 2026, an estimated $32.9K.
  • Weyerhaeuser made up 0.1% of Resurgent Financial Advisors's portfolio in Q1 2026, its #214 holding.
  • Resurgent Financial Advisors first reported a position in Weyerhaeuser in Q4 2022 and has held it in 7 quarters since.
  • 896 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.