Confluence Wealth Services’s New York Times NYT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.1M Buy
25,036
+1
+0% +$76 0.08% 112
2025
Q4
$1.74M Sell
25,035
-1,410
-5% -$87.4K 0.07% 122
2025
Q3
$1.52M Buy
26,445
+553
+2% +$31.5K 0.07% 131
2025
Q2
$1.45M Buy
25,892
+296
+1% +$15.7K 0.08% 128
2025
Q1
$1.29M Buy
25,596
+1,477
+6% +$74.2K 0.08% 122
2024
Q4
$1.29M Buy
24,119
+4,020
+20% +$219K 0.08% 120
2024
Q3
$1.12M Buy
20,099
+484
+2% +$26K 0.08% 133
2024
Q2
$1M Buy
19,615
+2,469
+14% +$116K 0.08% 147
2024
Q1
$741K Buy
17,146
+538
+3% +$24.5K 0.07% 167
2023
Q4
$814K Buy
16,608
+2,053
+14% +$90.6K 0.09% 137
2023
Q3
$600K Buy
14,555
+2,145
+17% +$90.3K 0.12% 131
2023
Q2
$489K Buy
12,410
+4,521
+57% +$172K 0.1% 154
2023
Q1
$307K Buy
+7,889
New +$291K 0.07% 189
2022
Q1
Sell
-190
Closed -$9K 860
2021
Q4
$9K Buy
+190
New +$9.38K ﹤0.01% 950

Other funds holding NYT

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

Confluence Wealth Services increased its New York Times (NYT) stake by 0% in Q1 2026, buying an estimated $76 and bringing the position to 25,036 shares worth $2.1M. The position accounts for 0.08% of the portfolio, ranked #112.

Confluence Wealth Services first reported a position in NYT in Q4 2021 and has held it in 14 quarters since. 627 funds tracked by Wall St. Rank hold NYT as of Q1 2026.

  • Confluence Wealth Services held 25,036 shares of New York Times worth $2.1M as of Q1 2026.
  • Confluence Wealth Services bought 1 New York Times share in Q1 2026, an estimated $76.
  • New York Times made up 0.08% of Confluence Wealth Services's portfolio in Q1 2026, its #112 holding.
  • Confluence Wealth Services first reported a position in New York Times in Q4 2021 and has held it in 14 quarters since.
  • 627 funds tracked by Wall St. Rank held New York Times as of Q1 2026.

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