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True Wealth Design’s Rayonier RYN Stock Holding History

True Wealth Design’s Portfolio RYN Stock Details RYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-118
Closed -$2.51K – 2750
2026
Q2 		$2.51K Sell
118
-37
-24% -$775 ﹤0.01% 1595
2026
Q1 		$3.2K Sell
155
-120
-44% -$2.64K ﹤0.01% 1374
2025
Q4 		$5.95K Sell
275
-932
-77% -$21.1K ﹤0.01% 1021
2025
Q3 		$30.5K Sell
1,207
-215
-15% -$5.16K 0.01% 450
2025
Q2 		$30.1K Sell
1,422
-85
-6% -$1.94K 0.01% 291
2025
Q1 		$40.1K Buy
1,507
+1,099
+269% +$27.8K 0.02% 236
2024
Q4 		$10.2K Buy
+408
New +$11.4K ﹤0.01% 421

Other funds holding RYN

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $175M AUM 19.03% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM

True Wealth Design's RYN Position: Q3 2026 in Review

True Wealth Design sold out of Rayonier (RYN) in Q3 2026, closing a stake of 118 shares — an estimated $2.51K sold.

True Wealth Design first reported a position in RYN in Q4 2024 and held it in 7 quarters. The position peaked at $40.1K in Q1 2025. 28 funds tracked by Wall St. Rank hold RYN as of Q3 2026.

  • True Wealth Design reported no remaining Rayonier position as of Q3 2026 after selling out during the quarter.
  • True Wealth Design sold 118 Rayonier shares in Q3 2026, an estimated $2.51K.
  • True Wealth Design first reported a position in Rayonier in Q4 2024 and held it in 7 quarters.
  • True Wealth Design's Rayonier position peaked at $40.1K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Rayonier as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.