Position in MET
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,062,955
+$418,838 QoQ
Shares Held
12,563
+37.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#599
of 1,434 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MET Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $3,875,001 across 4 Insurance - Life names. MET ranks #3 (27.4% of the industry book) .
All Filings in MET
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062,955 | 12,563 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $644,117 | 9,108 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $727,195 | 9,212 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $770,983 | 9,360 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $752,731 | 9,360 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $751,514 | 9,360 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $748,956 | 9,147 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $498,509 | 6,044 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $587,349 | 8,368 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $478,380 | 6,455 | Shares | Sole | 2024-04-22 | |
| 2021-12-31 | $242,398 | 3,879 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||