Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s West Fraser Timber WFG Stock Holding History

Steward Partners Investment Advisory’s Portfolio WFG Stock Details WFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.8K Sell
248
-41
-14% -$2.67K ﹤0.01% 3485
2026
Q1 		$18.9K Hold
289
– – ﹤0.01% 3260
2025
Q4 		$17.6K Sell
289
-103
-26% -$6.45K ﹤0.01% 3188
2025
Q3 		$26.7K Sell
392
-317
-45% -$23.1K ﹤0.01% 2947
2025
Q2 		$52K Hold
709
– – ﹤0.01% 2457
2025
Q1 		$54.5K Buy
709
+1
+0.1% +$82 ﹤0.01% 2341
2024
Q4 		$61.3K Hold
708
– – ﹤0.01% 2233
2024
Q3 		$68.9K Sell
708
-114
-14% -$9.77K ﹤0.01% 2068
2024
Q2 		$63.2K Buy
822
+56
+7% +$4.45K ﹤0.01% 1991
2024
Q1 		$66.2K Sell
766
-82
-10% -$6.7K ﹤0.01% 1965
2023
Q4 		$72.5K Sell
848
-101
-11% -$7.48K ﹤0.01% 1823
2023
Q3 		$68.8K Sell
949
-312
-25% -$24.5K ﹤0.01% 1756
2023
Q2 		$108K Sell
1,261
-174
-12% -$13.1K ﹤0.01% 1550
2023
Q1 		$102K Sell
1,435
-160
-10% -$12.3K ﹤0.01% 1582
2022
Q4 		$115K Sell
1,595
-311
-16% -$23.7K ﹤0.01% 1494
2022
Q3 		$138K Sell
1,906
-62
-3% -$5.38K ﹤0.01% 1365
2022
Q2 		$151K Buy
1,968
+23
+1% +$1.94K ﹤0.01% 1322
2022
Q1 		$160K Buy
1,945
+1,697
+684% +$159K ﹤0.01% 1385
2021
Q4 		$24K Hold
248
– – ﹤0.01% 2255
2021
Q3 		$21K Sell
248
-45
-15% -$3.35K ﹤0.01% 2313
2021
Q2 		$21K Hold
293
– – ﹤0.01% 5025
2021
Q1 		$21.1K Buy
+293
New +$19.7K ﹤0.01% 2453

Other funds holding WFG

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
Manning & Napier Advisors
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steward Partners Investment Advisory's WFG Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its West Fraser Timber (WFG) stake by 14% in Q2 2026, selling an estimated $2.67K and leaving 248 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3485.

Steward Partners Investment Advisory first reported a position in WFG in Q1 2021 and has held it in 22 quarters since. The position peaked at $160K in Q1 2022. 167 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

  • Steward Partners Investment Advisory held 248 shares of West Fraser Timber worth $16.8K as of Q2 2026.
  • Steward Partners Investment Advisory sold 41 West Fraser Timber shares in Q2 2026, an estimated $2.67K.
  • West Fraser Timber made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3485 holding.
  • Steward Partners Investment Advisory first reported a position in West Fraser Timber in Q1 2021 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's West Fraser Timber position peaked at $160K in Q1 2022.
  • 167 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.