Position in FDX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$921,228
+$204,594 QoQ
Shares Held
2,942
+17.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#918
of 1,932 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDX Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $3,902,007 across 4 Integrated Freight & Logistics names. FDX ranks #2 (23.6% of the industry book) .
All Filings in FDX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,228 | 2,942 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $716,634 | 2,012 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $653,401 | 2,262 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $588,345 | 2,495 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $567,138 | 2,495 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $639,435 | 2,623 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $767,186 | 2,727 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $688,031 | 2,514 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $757,095 | 2,525 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $826,338 | 2,852 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $674,671 | 2,667 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $874,500 | 3,301 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $702,300 | 2,833 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $310,746 | 1,360 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $235,552 | 1,360 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $201,770 | 1,359 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $742,248 | 3,274 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $283,221 | 1,224 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $297,177 | 1,149 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||