CWS
STLD icon

Confluence Wealth Services’s Steel Dynamics STLD Stock Holding History

Confluence Wealth Services’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$526K Buy
+2,291
New +$537K 0.02% 318
2022
Q1 		– Sell
-235
Closed -$14K – 1035
2021
Q4 		$14K Buy
+235
New +$14.7K ﹤0.01% 828

Other funds holding STLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
LCIP
Life Cycle Investment Partners London $21.4B AUM

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

Confluence Wealth Services opened a new position in Steel Dynamics (STLD) in Q2 2026: 2,291 shares worth $526K. The stake represents 0.02% of the portfolio and ranks #318 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in STLD as recently as Q4 2021.

Confluence Wealth Services first reported a position in STLD in Q4 2021 and has held it in 2 quarters since. 1,023 funds tracked by Wall St. Rank hold STLD as of Q2 2026.

  • Confluence Wealth Services held 2,291 shares of Steel Dynamics worth $526K as of Q2 2026.
  • Steel Dynamics was a new Confluence Wealth Services position in Q2 2026.
  • Steel Dynamics made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #318 holding.
  • Confluence Wealth Services first reported a position in Steel Dynamics in Q4 2021 and has held it in 2 quarters since.
  • 1,023 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2026.

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