Confluence Investment Management’s Toro Company TTC Stock Holding History

Confluence Investment Management’s Portfolio TTC Stock Details TTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.8M	Sell	233,646 -17,297	-7%	-$1.61M	0.36%	73
2026 Q1	$23.4M	Buy	250,943 +9,634	+4%	+$908K	0.36%	73
2025 Q4	$19M	Buy	241,309 +17,292	+8%	+$1.28M	0.28%	81
2025 Q3	$17.1M	Sell	224,017 -2,501	-1%	-$192K	0.24%	87
2025 Q2	$16M	Sell	226,518 -129	-0.1%	-$9.15K	0.23%	98
2025 Q1	$16.5M	Sell	226,647 -2,984	-1%	-$236K	0.24%	95
2024 Q4	$18.4M	Sell	229,631 -748	-0.3%	-$62.7K	0.26%	89
2024 Q3	$20M	Buy	230,379 +709	+0.3%	+$63.7K	0.27%	85
2024 Q2	$21.5M	Buy	229,670 +3,897	+2%	+$344K	0.31%	81
2024 Q1	$20.7M	Sell	225,773 -1,971	-0.9%	-$182K	0.28%	86
2023 Q4	$21.9M	Buy	227,744 +81,160	+55%	+$6.95M	0.31%	79
2023 Q3	$12.2M	Buy	+146,584	New	+$14.1M	0.19%	97

Other funds holding TTC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return