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Livermore
Livermore
ZHEN

Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

TT holding history

Trane Technologies plc 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.

TT overviewAll 13F holders of TTFull Q2 2026 holdings

Shares (Q2 2026)
4,285
Value
$2.10M
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of TT by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,285$2.10M0.1%+639+17.5%AddedHolders
Q1 20263,646$1.52M0.1%+37+1.0%AddedHolders
Q4 20253,609$1.40M0.1%−45−1.2%ReducedHolders
Q3 20253,654$1.54M0.1%+45+1.2%AddedHolders
Q2 20253,609$1.58M0.1%+25+0.7%AddedHolders
Q1 20253,584$1.20M0.1%−405−10.2%ReducedHolders
Q4 20243,989$1.60M0.1%+326+8.9%AddedHolders
Q3 20243,663$1.42M0.1%+1,109+43.4%AddedHolders
Q2 20242,554$839.9K0.1%+306+13.6%AddedHolders
Q1 20242,248$674.9K0.1%−86−3.7%ReducedHolders
Q4 20232,334$569.1K0.1%+19+0.8%AddedHolders
Q3 20232,315$469.7K0.1%+60+2.7%AddedHolders
Q2 20232,255$431.3K0.1%+7+0.3%AddedHolders
Q1 20232,248$413.6K0.1%−150−6.3%ReducedHolders
Q4 20222,398$403.1K0.1%+34+1.4%AddedHolders
Q3 20222,364$342.0K0.1%+34+1.5%AddedHolders
Q2 20222,330$369.0K0.2%+295+14.5%AddedHolders
Q1 20222,035$310.0K0.1%+2,035NewHolders