Confluence Wealth Services, Inc.

Position in ADP — Automatic Data Processing Inc

CIK 1910411 MCMURRAY, PA

Position in ADP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,657,838

+$1,119,969 QoQ

Shares Held

11,868

+56.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#762

of 2,277 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $5,679,618 across 6 Software - Application names. ADP ranks #1 (46.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc This page	11,868	$2,657,838
2	SHOP	Shopify Inc.	7,746	$884,438
3	PAYX	Paychex Inc	8,452	$831,085
4	CRM	Salesforce, Inc.	4,337	$679,434
5	NOW	ServiceNow, Inc.	4,208	$417,770
6	CDNS	Cadence Design Systems Inc	557	$209,053

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,657,838	11,868	+56.8%	Shares	Sole	2026-07-22
2026-03-31	$1,537,869	7,569	+16.8%	Shares	Sole	2026-05-07
2025-12-31	$1,666,850	6,480	+252.2%	Shares	Sole	2026-01-28
2025-09-30	$540,040	1,840	-0.4%	Shares	Sole	2025-10-28
2025-06-30	$569,614	1,847	+0.4%	Shares	Sole	2025-07-22
2025-03-31	$561,869	1,839	+119.2%	Shares	Sole	2025-04-24
2024-12-31	$245,600	839	+0.2%	Shares	Sole	2025-01-27
2024-09-30	$231,623	837	-3.0%	Shares	Sole	2024-10-29
2024-06-30	$205,989	863	+5.0%	Shares	Sole	2024-07-31
2024-03-31	$205,286	822	-62.5%	Shares	Sole	2024-04-22
2022-06-30	$460,407	2,192	+23.3%	Shares	Sole	2022-08-15
2022-03-31	$404,566	1,778	0.0%	Shares	Sole	2022-04-26
2021-12-31	$438,419	1,778	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.