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Confluence Wealth Services’s Ford F Stock Holding History

Confluence Wealth Services’s Portfolio F Stock Details F Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Buy
+14,985
New +$202K 0.01% 462
2025
Q3 		– Sell
-11,419
Closed -$124K – 374
2025
Q2 		$124K Hold
11,419
– – 0.01% 356
2025
Q1 		$112K Buy
11,419
+223
+2% +$2.18K 0.01% 332
2024
Q4 		$114K Buy
11,196
+262
+2% +$2.79K 0.01% 331
2024
Q3 		$115K Sell
10,934
-4,137
-27% -$47.3K 0.01% 336
2024
Q2 		$189K Buy
15,071
+1,910
+15% +$23.6K 0.02% 356
2024
Q1 		$175K Buy
+13,161
New +$160K 0.02% 334
2022
Q4 		– Sell
-10,928
Closed -$122K – 238
2022
Q3 		$122K Sell
10,928
-7,446
-41% -$104K 0.05% 223
2022
Q2 		$290K Buy
18,374
+267
+1% +$3.66K 0.13% 200
2022
Q1 		$306K Sell
18,107
-6,099
-25% -$116K 0.11% 192
2021
Q4 		$502K Buy
+24,206
New +$445K 0.16% 141

Other funds holding F

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Confluence Wealth Services opened a new position in Ford (F) in Q2 2026: 14,985 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in F as recently as Q2 2025.

Confluence Wealth Services first reported a position in F in Q4 2021 and has held it in 11 quarters since. The position peaked at $502K in Q4 2021. 1,733 funds tracked by Wall St. Rank hold F as of Q2 2026.

  • Confluence Wealth Services held 14,985 shares of Ford worth $208K as of Q2 2026.
  • Ford was a new Confluence Wealth Services position in Q2 2026.
  • Ford made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #462 holding.
  • Confluence Wealth Services first reported a position in Ford in Q4 2021 and has held it in 11 quarters since.
  • Confluence Wealth Services's Ford position peaked at $502K in Q4 2021.
  • 1,733 funds tracked by Wall St. Rank held Ford as of Q2 2026.

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