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Confluence Wealth Services’s First Commonwealth Financial FCF Stock Holding History

Confluence Wealth Services’s Portfolio FCF Stock Details FCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,063
Closed -$187K – 372
2025
Q4 		$187K Hold
11,063
– – 0.01% 368
2025
Q3 		$189K Buy
+11,063
New +$189K 0.01% 365
2022
Q3 		– Sell
-10,795
Closed -$161K – 242
2022
Q2 		$161K Buy
10,795
+698
+7% +$9.67K 0.07% 263
2022
Q1 		$153K Buy
10,097
+351
+4% +$5.7K 0.06% 248
2021
Q4 		$156K Buy
+9,746
New +$148K 0.05% 255

Other funds holding FCF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Confluence Wealth Services's FCF Position: Q1 2026 in Review

Confluence Wealth Services sold out of First Commonwealth Financial (FCF) in Q1 2026, closing a stake of 11,063 shares — an estimated $187K sold.

Confluence Wealth Services first reported a position in FCF in Q4 2021 and held it in 5 quarters. The position peaked at $189K in Q3 2025. 260 funds tracked by Wall St. Rank hold FCF as of Q1 2026.

  • Confluence Wealth Services reported no remaining First Commonwealth Financial position as of Q1 2026 after selling out during the quarter.
  • Confluence Wealth Services sold 11,063 First Commonwealth Financial shares in Q1 2026, an estimated $187K.
  • Confluence Wealth Services first reported a position in First Commonwealth Financial in Q4 2021 and held it in 5 quarters.
  • Confluence Wealth Services's First Commonwealth Financial position peaked at $189K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held First Commonwealth Financial as of Q1 2026.

Based on Confluence Wealth Services's 13F filing for Q1 2026, filed 7 May 2026.