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Confluence Wealth Services’s Landstar System LSTR Stock Holding History

Confluence Wealth Services’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.91M Buy
9,246
+308
+3% +$58.9K 0.05% 159
2026
Q1 		$1.43M Buy
8,938
+423
+5% +$64.9K 0.06% 156
2025
Q4 		$1.22M Buy
8,515
+366
+4% +$48.8K 0.05% 161
2025
Q3 		$999K Buy
8,149
+731
+10% +$97K 0.05% 176
2025
Q2 		$1.03M Buy
7,418
+351
+5% +$48.7K 0.06% 170
2025
Q1 		$977K Buy
7,067
+476
+7% +$76.7K 0.06% 160
2024
Q4 		$1.16M Buy
6,591
+952
+17% +$174K 0.08% 134
2024
Q3 		$1.07M Buy
5,639
+513
+10% +$94.6K 0.08% 137
2024
Q2 		$946K Buy
5,126
+551
+12% +$99.4K 0.08% 157
2024
Q1 		$882K Buy
4,575
+374
+9% +$71.1K 0.08% 142
2023
Q4 		$814K Buy
4,201
+546
+15% +$96.7K 0.09% 138
2023
Q3 		$647K Buy
3,655
+479
+15% +$92K 0.13% 127
2023
Q2 		$612K Buy
3,176
+996
+46% +$180K 0.13% 131
2023
Q1 		$391K Buy
+2,180
New +$383K 0.09% 166
2022
Q1 		– Sell
-669
Closed -$119K – 761
2021
Q4 		$119K Buy
+669
New +$115K 0.04% 303

Other funds holding LSTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

Confluence Wealth Services increased its Landstar System (LSTR) stake by 3.4% in Q2 2026, buying an estimated $58.9K and bringing the position to 9,246 shares worth $1.91M. The position accounts for 0.05% of the portfolio, ranked #159.

Confluence Wealth Services first reported a position in LSTR in Q4 2021 and has held it in 15 quarters since. 545 funds tracked by Wall St. Rank hold LSTR as of Q2 2026.

  • Confluence Wealth Services held 9,246 shares of Landstar System worth $1.91M as of Q2 2026.
  • Confluence Wealth Services bought 308 Landstar System shares in Q2 2026, an estimated $58.9K.
  • Landstar System made up 0.05% of Confluence Wealth Services's portfolio in Q2 2026, its #159 holding.
  • Confluence Wealth Services first reported a position in Landstar System in Q4 2021 and has held it in 15 quarters since.
  • 545 funds tracked by Wall St. Rank held Landstar System as of Q2 2026.

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