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Confluence Wealth Services’s CF Industries CF Stock Holding History

Confluence Wealth Services’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.81M Buy
16,707
+683
+4% +$80.5K 0.05% 167
2026
Q1 		$2.08M Buy
16,024
+516
+3% +$52.6K 0.08% 113
2025
Q4 		$1.2M Buy
15,508
+1,045
+7% +$85.9K 0.05% 168
2025
Q3 		$1.3M Buy
14,463
+849
+6% +$75.7K 0.06% 148
2025
Q2 		$1.25M Buy
13,614
+361
+3% +$30.8K 0.07% 149
2025
Q1 		$1.01M Buy
13,253
+1,659
+14% +$139K 0.06% 157
2024
Q4 		$1.1M Buy
+11,594
New +$1M 0.07% 143
2022
Q1 		– Sell
-269
Closed -$19K – 391
2021
Q4 		$19K Buy
+269
New +$16.8K 0.01% 740

Other funds holding CF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Confluence Wealth Services's CF Position: Q2 2026 in Review

Confluence Wealth Services increased its CF Industries (CF) stake by 4.3% in Q2 2026, buying an estimated $80.5K and bringing the position to 16,707 shares worth $1.81M. The position accounts for 0.05% of the portfolio, ranked #167.

Confluence Wealth Services first reported a position in CF in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.08M in Q1 2026. 956 funds tracked by Wall St. Rank hold CF as of Q2 2026.

  • Confluence Wealth Services held 16,707 shares of CF Industries worth $1.81M as of Q2 2026.
  • Confluence Wealth Services bought 683 CF Industries shares in Q2 2026, an estimated $80.5K.
  • CF Industries made up 0.05% of Confluence Wealth Services's portfolio in Q2 2026, its #167 holding.
  • Confluence Wealth Services first reported a position in CF Industries in Q4 2021 and has held it in 8 quarters since.
  • Confluence Wealth Services's CF Industries position peaked at $2.08M in Q1 2026.
  • 956 funds tracked by Wall St. Rank held CF Industries as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.