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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
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 $129B AUM 30.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Steward Partners Investment Advisory's WFG Position: Q1 2026 in Review

Steward Partners Investment Advisory held its West Fraser Timber (WFG) position steady in Q1 2026 at 289 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3260.

Steward Partners Investment Advisory first reported a position in WFG in Q1 2021 and has held it in 21 quarters since. The position peaked at $160K in Q1 2022. 173 funds tracked by Wall St. Rank hold WFG as of Q1 2026.

  • Steward Partners Investment Advisory held 289 shares of West Fraser Timber worth $18.9K as of Q1 2026.
  • Steward Partners Investment Advisory left its West Fraser Timber share count unchanged in Q1 2026.
  • West Fraser Timber made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3260 holding.
  • Steward Partners Investment Advisory first reported a position in West Fraser Timber in Q1 2021 and has held it in 21 quarters since.
  • Steward Partners Investment Advisory's West Fraser Timber position peaked at $160K in Q1 2022.
  • 173 funds tracked by Wall St. Rank held West Fraser Timber as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.