Confluence Wealth Services, Inc.

Position in C — Citigroup Inc

CIK 1910411 MCMURRAY, PA

Position in C

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

Position Value

$957,186

+$444,687 QoQ

Shares Held

6,839

+51.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,373

of 2,621 holders

Holding Since

Dec 2021

13 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. C ranks #4 (3.7% 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/	25,650	$1,461,537
4	C	Citigroup Inc This page	6,839	$957,186
5	WFC	Wells Fargo & Company/Mn	9,116	$753,346

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$957,186	6,839	+51.3%	Shares	Sole	2026-07-22
2026-03-31	$512,499	4,519	-4.0%	Shares	Sole	2026-05-07
2025-12-31	$549,259	4,707	-1.9%	Shares	Sole	2026-01-28
2025-09-30	$486,794	4,796	0.0%	Shares	Sole	2025-10-28
2025-06-30	$408,235	4,796	+0.8%	Shares	Sole	2025-07-22
2025-03-31	$337,770	4,758	-5.8%	Shares	Sole	2025-04-24
2024-12-31	$355,539	5,051	+19.6%	Shares	Sole	2025-01-27
2024-09-30	$264,359	4,223	+18.5%	Shares	Sole	2024-10-29
2024-03-31	$225,387	3,564	-44.1%	Shares	Sole	2024-04-22
2023-09-30	$261,998	6,370	+18.3%	Shares	Sole	2023-11-01
2022-06-30	$247,610	5,384	+11.2%	Shares	Sole	2022-08-15
2022-03-31	$258,616	4,843	-1.4%	Shares	Sole	2022-04-26
2021-12-31	$296,756	4,914	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.