WFA
WCN

Wellspring Financial Advisors’s Waste Connections WCN Stock Holding History

Wellspring Financial Advisors’s Portfolio WCN Stock Details WCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Buy
+1,226
New +$194K 0.01% 262
2026
Q1 		– Sell
-1,966
Closed -$347K – 312
2025
Q4 		$347K Buy
+1,966
New +$340K 0.03% 183

Other funds holding WCN

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
HIC
Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Wellspring Financial Advisors opened a new position in Waste Connections (WCN) in Q2 2026: 1,226 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #262 among its holdings. This is a return to the name: Wellspring Financial Advisors previously reported a position in WCN as recently as Q4 2025.

Wellspring Financial Advisors first reported a position in WCN in Q4 2025 and has held it in 2 quarters since. The position peaked at $347K in Q4 2025. 172 funds tracked by Wall St. Rank hold WCN as of Q2 2026.

  • Wellspring Financial Advisors held 1,226 shares of Waste Connections worth $204K as of Q2 2026.
  • Waste Connections was a new Wellspring Financial Advisors position in Q2 2026.
  • Waste Connections made up 0.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #262 holding.
  • Wellspring Financial Advisors first reported a position in Waste Connections in Q4 2025 and has held it in 2 quarters since.
  • Wellspring Financial Advisors's Waste Connections position peaked at $347K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Waste Connections as of Q2 2026.

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