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Wellspring Financial Advisors’s Canadian Natural Resources CNQ Stock Holding History

Wellspring Financial Advisors’s Portfolio CNQ Stock Details CNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6,363
Closed -$310K – 294
2026
Q1 		$310K Buy
+6,363
New +$262K 0.02% 213

Other funds holding CNQ

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Wellspring Financial Advisors's CNQ Position: Q2 2026 in Review

Wellspring Financial Advisors sold out of Canadian Natural Resources (CNQ) in Q2 2026, closing a stake of 6,363 shares — an estimated $310K sold.

Wellspring Financial Advisors first reported a position in CNQ in Q1 2026 and held it in 1 quarter. The position peaked at $310K in Q1 2026. 747 funds tracked by Wall St. Rank hold CNQ as of Q2 2026.

  • Wellspring Financial Advisors reported no remaining Canadian Natural Resources position as of Q2 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 6,363 Canadian Natural Resources shares in Q2 2026, an estimated $310K.
  • Wellspring Financial Advisors first reported a position in Canadian Natural Resources in Q1 2026 and held it in 1 quarter.
  • Wellspring Financial Advisors's Canadian Natural Resources position peaked at $310K in Q1 2026.
  • 747 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.