Confluence Wealth Services, Inc.

Position in BAC — Bank Of America Corp /De/

CIK 1910411 MCMURRAY, PA

Position in BAC

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

Position Value

$1,461,537

+$557,322 QoQ

Shares Held

25,650

+38.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,655

of 3,595 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 $26,004,217 across 5 Banks - Diversified names. BAC ranks #3 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	62,628	$20,500,023
2	BNY	Bank of New York Mellon Corp	16,127	$2,332,125
3	BAC	Bank Of America Corp /De/ This page	25,650	$1,461,537
4	C	Citigroup Inc	6,839	$957,186
5	WFC	Wells Fargo & Company/Mn	9,116	$753,346

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,461,537	25,650	+38.3%	Shares	Sole	2026-07-22
2026-03-31	$904,215	18,548	-0.4%	Shares	Sole	2026-05-07
2025-12-31	$1,024,265	18,623	0.0%	Shares	Sole	2026-01-28
2025-09-30	$960,760	18,623	+2.0%	Shares	Sole	2025-10-28
2025-06-30	$863,779	18,254	-4.5%	Shares	Sole	2025-07-22
2025-03-31	$797,961	19,122	-1.0%	Shares	Sole	2025-04-24
2024-12-31	$848,850	19,314	-8.0%	Shares	Sole	2025-01-27
2024-09-30	$833,240	20,999	+4.8%	Shares	Sole	2024-10-29
2024-06-30	$796,990	20,040	+11.6%	Shares	Sole	2024-07-31
2024-03-31	$681,194	17,964	+43.0%	Shares	Sole	2024-04-22
2023-12-31	$422,996	12,563	+2.0%	Shares	Sole	2024-01-25
2023-09-30	$337,348	12,321	+0.2%	Shares	Sole	2023-11-01
2023-06-30	$352,743	12,295	-2.1%	Shares	Sole	2023-08-01
2023-03-31	$359,158	12,558	+22.1%	Shares	Sole	2023-05-12
2022-12-31	$340,539	10,282	+10.6%	Shares	Sole	2023-02-10
2022-09-30	$280,799	9,298	-3.0%	Shares	Sole	2022-11-08
2022-06-30	$298,412	9,586	-7.6%	Shares	Sole	2022-08-15
2022-03-31	$427,781	10,378	+0.1%	Shares	Sole	2022-04-26
2021-12-31	$461,361	10,370	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.