Confluence Wealth Services
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Confluence Wealth Services’s SpaceX SPCX Stock Holding History

Confluence Wealth Services’s Portfolio SPCX Stock Details SPCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$500K Buy
3,314
+2,121
+178% +$294K 0.01% 293
2026
Q2 		$204K Buy
+1,193
New +$203K 0.01% 465

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K5 Global Advisor
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Geode Capital Management
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Temasek Holdings
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Regents of the University of California
Regents of the University of California Oakland, California $6.64B AUM 23.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Confluence Wealth Services's SPCX Position: Q3 2026 in Review

Confluence Wealth Services increased its SpaceX (SPCX) stake by 178% in Q3 2026, buying an estimated $294K and bringing the position to 3,314 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #293.

Confluence Wealth Services first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. 1,565 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Confluence Wealth Services held 3,314 shares of SpaceX worth $500K as of Q3 2026.
  • Confluence Wealth Services bought 2,121 SpaceX shares in Q3 2026, an estimated $294K.
  • SpaceX made up 0.01% of Confluence Wealth Services's portfolio in Q3 2026, its #293 holding.
  • Confluence Wealth Services first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • 1,565 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on Confluence Wealth Services's 13F filing for Q3 2026, filed 5 Nov 2026.