Confluence Wealth Services, Inc.

Position in AXP — American Express Co

CIK 1910411 MCMURRAY, PA

Position in AXP

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

Position Value

$2,766,208

+$436,508 QoQ

Shares Held

8,178

+6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,049

of 2,990 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $18,569,354 across 4 Credit Services names. AXP ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	33,441	$11,473,272
2	MA	Mastercard Inc	6,684	$3,432,902
3	AXP	American Express Co This page	8,178	$2,766,208
4	COF	Capital One Financial Corp	4,471	$896,972

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,766,208	8,178	+6.2%	Shares	Sole	2026-07-22
2026-03-31	$2,329,700	7,702	+6.9%	Shares	Sole	2026-05-07
2025-12-31	$2,664,379	7,202	-0.2%	Shares	Sole	2026-01-28
2025-09-30	$2,395,870	7,213	0.0%	Shares	Sole	2025-10-28
2025-06-30	$2,300,802	7,213	0.0%	Shares	Sole	2025-07-22
2025-03-31	$1,940,657	7,213	+56.4%	Shares	Sole	2025-04-24
2024-12-31	$1,368,795	4,612	0.0%	Shares	Sole	2025-01-27
2024-09-30	$1,250,774	4,612	-6.8%	Shares	Sole	2024-10-29
2024-06-30	$1,146,404	4,951	-0.4%	Shares	Sole	2024-07-31
2024-03-31	$1,131,846	4,971	-1.5%	Shares	Sole	2024-04-22
2023-12-31	$945,130	5,045	+1.0%	Shares	Sole	2024-01-25
2023-09-30	$745,502	4,997	+2.0%	Shares	Sole	2023-11-01
2023-06-30	$853,057	4,897	+1.6%	Shares	Sole	2023-08-01
2023-03-31	$795,388	4,822	0.0%	Shares	Sole	2023-05-12
2022-12-31	$712,450	4,822	+3.9%	Shares	Sole	2023-02-10
2022-09-30	$626,252	4,642	+2.8%	Shares	Sole	2022-11-08
2022-06-30	$625,730	4,514	+4.8%	Shares	Sole	2022-08-15
2022-03-31	$805,596	4,308	-0.1%	Shares	Sole	2022-04-26
2021-12-31	$705,606	4,313	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.