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Van Lanschot Kempen Investment Management’s West Fraser Timber WFG Stock Holding History

Van Lanschot Kempen Investment Management’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 		$12.3M Sell
128,361
-11,197
-8% -$730K 0.09% 143
2026
Q1 		$12.7M Buy
139,558
+99,255
+246% +$6.69M 0.11% 133
2025
Q4 		$3.38M Sell
40,303
-146,831
-78% -$9.19M 0.03% 212
2025
Q3 		$17.7M Sell
187,134
-255,852
-58% -$18.7M 0.16% 111
2025
Q2 		$44.2M Sell
442,986
-105,796
-19% -$7.87M 0.42% 42
2025
Q1 		$60.7M Sell
548,782
-91,021
-14% -$7.49M 0.63% 34
2024
Q4 		$79.7M Buy
639,803
+7,712
+1% +$723K 0.79% 31
2024
Q3 		$83.3M Sell
632,091
-60,362
-9% -$5.17M 0.85% 27
2024
Q2 		$72.8M Buy
692,453
+91,490
+15% +$7.26M 0.81% 31
2024
Q1 		$70.3M Buy
600,963
+22,384
+4% +$1.83M 0.87% 29
2023
Q4 		$65.6M Buy
578,579
+102,560
+22% +$7.59M 0.92% 26
2023
Q3 		$46.9M Sell
476,019
-146,524
-24% -$11.5M 0.87% 30
2023
Q2 		$70.9M Sell
622,543
-11,504
-2% -$868K 1.28% 16
2023
Q1 		$61.1M Buy
634,047
+74,133
+13% +$5.7M 1.16% 24
2022
Q4 		$54.7M Buy
559,914
+24,159
+5% +$1.84M 1.59% 13
2022
Q3 		$53.5M Sell
535,755
-21,198
-4% -$1.84M 2.15% 8
2022
Q2 		$55M Sell
556,953
-441,695
-44% -$37.2M 1.98% 8
2022
Q1 		$103M Buy
998,648
+77,798
+8% +$7.31M 3.14% 1
2021
Q4 		$111M Buy
920,850
+86,505
+10% +$7.48M 3.44% 1
2021
Q3 		$89M Buy
834,345
+16,973
+2% +$1.27M 3.2% 3
2021
Q2 		$72.7M Buy
817,372
+46,656
+6% +$3.59M 2.6% 4
2021
Q1 		$69.7M Buy
+770,716
New +$51.8M 3.19% 1

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
DSC
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
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
MNA
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

Van Lanschot Kempen Investment Management's WFG Position: Q2 2026 in Review

Van Lanschot Kempen Investment Management reduced its West Fraser Timber (WFG) stake by 8% in Q2 2026, selling an estimated $730K and leaving 128,361 shares worth $12.3M. The position accounts for 0.09% of the portfolio, ranked #143.

Van Lanschot Kempen Investment Management first reported a position in WFG in Q1 2021 and has held it in 22 quarters since. The position peaked at $111M in Q4 2021. 167 funds tracked by Wall St. Rank hold WFG as of Q2 2026.

  • Van Lanschot Kempen Investment Management held 128,361 shares of West Fraser Timber worth $12.3M as of Q2 2026.
  • Van Lanschot Kempen Investment Management sold 11,197 West Fraser Timber shares in Q2 2026, an estimated $730K.
  • West Fraser Timber made up 0.09% of Van Lanschot Kempen Investment Management's portfolio in Q2 2026, its #143 holding.
  • Van Lanschot Kempen Investment Management first reported a position in West Fraser Timber in Q1 2021 and has held it in 22 quarters since.
  • Van Lanschot Kempen Investment Management's West Fraser Timber position peaked at $111M in Q4 2021.
  • 167 funds tracked by Wall St. Rank held West Fraser Timber as of Q2 2026.

Based on Van Lanschot Kempen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.