Confluence Wealth Services, Inc.
Position in BNY — Bank of New York Mellon Corp
CIK 1910411
MCMURRAY, PA
Position in BNY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,332,125
+$544,846 QoQ
Shares Held
16,127
+7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#678
of 1,868 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNY Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $26,004,217 across 5 Banks - Diversified names. BNY ranks #2 (9.0% of the industry book) .
All Filings in BNY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,332,125 | 16,127 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,787,279 | 15,066 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,741,233 | 14,999 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,646,276 | 15,109 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,071,544 | 11,761 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $977,085 | 11,650 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,032,518 | 13,439 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,097,517 | 15,273 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $766,292 | 12,795 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $590,144 | 10,242 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $282,891 | 5,435 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $231,760 | 5,434 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $241,877 | 5,433 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $246,830 | 5,432 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $247,219 | 5,431 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $209,125 | 5,429 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $229,571 | 5,504 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $222,292 | 4,479 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $248,408 | 4,277 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||