Confluence Wealth Services, Inc.
Position in SWK — Stanley Black & Decker, Inc.
CIK 1910411
MCMURRAY, PA
Position in SWK
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$826,655
+$544,140 QoQ
Shares Held
8,783
+334.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#337
of 770 holders
Holding Since
Dec 2021
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $3,821,954 across 3 Tools & Accessories names. SWK ranks #2 (21.6% of the industry book) .
All Filings in SWK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $826,655 | 8,783 | Shares | Sole | 2026-07-22 | |
| 2022-03-31 | $282,515 | 2,021 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,012,512 | 5,368 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||