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Confluence Wealth Services’s MetLife MET Stock Holding History

Confluence Wealth Services’s Portfolio MET Stock Details MET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Buy
12,563
+3,455
+38% +$279K 0.03% 222
2026
Q1 		$644K Sell
9,108
-104
-1% -$7.79K 0.03% 243
2025
Q4 		$727K Sell
9,212
-148
-2% -$11.7K 0.03% 221
2025
Q3 		$771K Hold
9,360
– – 0.04% 206
2025
Q2 		$753K Hold
9,360
– – 0.04% 207
2025
Q1 		$695K Buy
9,360
+213
+2% +$17.7K 0.04% 191
2024
Q4 		$794K Buy
9,147
+3,103
+51% +$258K 0.05% 175
2024
Q3 		$499K Sell
6,044
-2,324
-28% -$174K 0.04% 220
2024
Q2 		$587K Buy
8,368
+1,913
+30% +$137K 0.05% 208
2024
Q1 		$478K Buy
+6,455
New +$450K 0.04% 212
2022
Q1 		– Sell
-3,879
Closed -$242K – 783
2021
Q4 		$242K Buy
+3,879
New +$243K 0.08% 203

Other funds holding MET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Confluence Wealth Services increased its MetLife (MET) stake by 38% in Q2 2026, buying an estimated $279K and bringing the position to 12,563 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #222.

Confluence Wealth Services first reported a position in MET in Q4 2021 and has held it in 11 quarters since. 1,440 funds tracked by Wall St. Rank hold MET as of Q2 2026.

  • Confluence Wealth Services held 12,563 shares of MetLife worth $1.06M as of Q2 2026.
  • Confluence Wealth Services bought 3,455 MetLife shares in Q2 2026, an estimated $279K.
  • MetLife made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #222 holding.
  • Confluence Wealth Services first reported a position in MetLife in Q4 2021 and has held it in 11 quarters since.
  • 1,440 funds tracked by Wall St. Rank held MetLife as of Q2 2026.

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