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Confluence Wealth Services’s Coherus Oncology CHRS Stock Holding History

Confluence Wealth Services’s Portfolio CHRS Stock Details CHRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.7K Buy
+19,803
New +$32.3K ﹤0.01% 475
2022
Q1 		– Sell
-12
Closed – – 396
2021
Q4 		$0 Buy
+12
New +$210 ﹤0.01% 1232

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IAIM
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PFSRSONJ
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CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Confluence Wealth Services opened a new position in Coherus Oncology (CHRS) in Q2 2026: 19,803 shares worth $27.7K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in CHRS as recently as Q4 2021.

Confluence Wealth Services first reported a position in CHRS in Q4 2021 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold CHRS as of Q2 2026.

  • Confluence Wealth Services held 19,803 shares of Coherus Oncology worth $27.7K as of Q2 2026.
  • Coherus Oncology was a new Confluence Wealth Services position in Q2 2026.
  • Coherus Oncology made up ﹤0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #475 holding.
  • Confluence Wealth Services first reported a position in Coherus Oncology in Q4 2021 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Coherus Oncology as of Q2 2026.

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