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

Confluence Wealth Services’s Portfolio NYT Stock Details NYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.81M Buy
25,862
+826
+3% +$63.7K 0.05% 166
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Confluence Wealth Services increased its New York Times (NYT) stake by 3.3% in Q2 2026, buying an estimated $63.7K and bringing the position to 25,862 shares worth $1.81M. The position accounts for 0.05% of the portfolio, ranked #166.

Confluence Wealth Services first reported a position in NYT in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.1M in Q1 2026. 632 funds tracked by Wall St. Rank hold NYT as of Q2 2026.

  • Confluence Wealth Services held 25,862 shares of New York Times worth $1.81M as of Q2 2026.
  • Confluence Wealth Services bought 826 New York Times shares in Q2 2026, an estimated $63.7K.
  • New York Times made up 0.05% of Confluence Wealth Services's portfolio in Q2 2026, its #166 holding.
  • Confluence Wealth Services first reported a position in New York Times in Q4 2021 and has held it in 15 quarters since.
  • Confluence Wealth Services's New York Times position peaked at $2.1M in Q1 2026.
  • 632 funds tracked by Wall St. Rank held New York Times as of Q2 2026.

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