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Livermore
Livermore
ZHEN

Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

LOW holding history

Lowes Companies Inc in every 13F filed by Confluence Wealth Services, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LOW overviewAll 13F holders of LOWFull Q2 2026 holdings

Shares (Q2 2026)
10,223
Value
$2.25M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of LOW by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,223$2.25M0.1%+2,256+28.3%AddedHolders
Q1 20267,967$1.88M0.1%+500+6.7%AddedHolders
Q4 20257,467$1.80M0.1%−225−2.9%ReducedHolders
Q3 20257,692$1.93M0.1%00.0%UnchangedHolders
Q2 20257,692$1.71M0.1%+232+3.1%AddedHolders
Q1 20257,460$1.62M0.1%+3,202+75.2%AddedHolders
Q4 20244,258$1.11M0.1%+299+7.6%AddedHolders
Q3 20243,959$1.07M0.1%−58−1.4%ReducedHolders
Q2 20244,017$885.6K0.1%−169−4.0%ReducedHolders
Q1 20244,186$1.07M0.1%+21+0.5%AddedHolders
Q4 20234,165$926.9K0.1%+278+7.2%AddedHolders
Q3 20233,887$807.9K0.2%+772+24.8%AddedHolders
Q2 20233,115$703.1K0.1%+15+0.5%AddedHolders
Q1 20233,100$619.9K0.1%00.0%UnchangedHolders
Q4 20223,100$617.6K0.2%00.0%UnchangedHolders
Q3 20223,100$582.0K0.2%−400−11.4%ReducedHolders
Q2 20223,500$707.0K0.3%+50+1.4%AddedHolders
Q1 20223,450$697.0K0.3%−105−3.0%ReducedHolders
Q4 20213,555$918.0K0.3%–No prior filingHolders