CWS
DE icon

Confluence Wealth Services’s Deere & Co DE Stock Holding History

Confluence Wealth Services’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.04M Buy
11,104
+1,222
+12% +$708K 0.2% 65
2026
Q1 		$5.57M Buy
9,882
+3,077
+45% +$1.74M 0.22% 62
2025
Q4 		$3.17M Buy
6,805
+62
+0.9% +$29.1K 0.13% 80
2025
Q3 		$3.08M Sell
6,743
-34
-0.5% -$16.8K 0.15% 70
2025
Q2 		$3.45M Buy
6,777
+7
+0.1% +$3.43K 0.19% 64
2025
Q1 		$3.09M Buy
6,770
+4,365
+181% +$2.04M 0.19% 64
2024
Q4 		$1.14M Buy
2,405
+276
+13% +$116K 0.07% 137
2024
Q3 		$888K Buy
2,129
+80
+4% +$30.2K 0.07% 159
2024
Q2 		$766K Sell
2,049
-1,372
-40% -$535K 0.06% 185
2024
Q1 		$1.41M Sell
3,421
-298
-8% -$114K 0.12% 93
2023
Q4 		$1.49M Sell
3,719
-96
-3% -$36.2K 0.16% 80
2023
Q3 		$1.44M Buy
3,815
+77
+2% +$31.8K 0.28% 63
2023
Q2 		$1.51M Sell
3,738
-17
-0.5% -$6.5K 0.32% 66
2023
Q1 		$1.55M Sell
3,755
-50
-1% -$20.7K 0.36% 60
2022
Q4 		$1.63M Buy
3,805
+3
+0.1% +$1.22K 0.42% 49
2022
Q3 		$1.27M Sell
3,802
-167
-4% -$57.2K 0.54% 51
2022
Q2 		$1.44M Buy
3,969
+296
+8% +$109K 0.63% 44
2022
Q1 		$1.53M Hold
3,673
– – 0.55% 47
2021
Q4 		$1.26M Buy
+3,673
New +$1.28M 0.41% 58

Other funds holding DE

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Confluence Wealth Services increased its Deere & Co (DE) stake by 12% in Q2 2026, buying an estimated $708K and bringing the position to 11,104 shares worth $7.04M. The position accounts for 0.2% of the portfolio, ranked #65.

Confluence Wealth Services first reported a position in DE in Q4 2021 and has held it in 19 quarters since. 869 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Confluence Wealth Services held 11,104 shares of Deere & Co worth $7.04M as of Q2 2026.
  • Confluence Wealth Services bought 1,222 Deere & Co shares in Q2 2026, an estimated $708K.
  • Deere & Co made up 0.2% of Confluence Wealth Services's portfolio in Q2 2026, its #65 holding.
  • Confluence Wealth Services first reported a position in Deere & Co in Q4 2021 and has held it in 19 quarters since.
  • 869 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

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