Confluence Wealth Services, Inc.

Position in CME — Cme Group Inc.

CIK 1910411 MCMURRAY, PA

Position in CME

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

Position Value

$643,940

+$194,122 QoQ

Shares Held

2,916

+91.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,007

of 1,680 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 $2,476,782 across 3 Financial Data & Stock Exchanges names. CME ranks #3 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	2,802	$1,021,424
2	ICE	Intercontinental Exchange, Inc.	6,591	$811,418
3	CME	Cme Group Inc. This page	2,916	$643,940

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$643,940	2,916	+91.5%	Shares	Sole	2026-07-22
2026-03-31	$449,818	1,523	+0.8%	Shares	Sole	2026-05-07
2025-12-31	$412,623	1,511	-30.6%	Shares	Sole	2026-01-28
2025-09-30	$588,473	2,178	-1.5%	Shares	Sole	2025-10-28
2025-06-30	$609,671	2,212	+0.1%	Shares	Sole	2025-07-22
2025-03-31	$586,290	2,210	-24.5%	Shares	Sole	2025-04-24
2024-12-31	$679,737	2,927	-25.9%	Shares	Sole	2025-01-27
2024-09-30	$871,126	3,948	-48.9%	Shares	Sole	2024-10-29
2024-06-30	$1,519,324	7,728	-0.2%	Shares	Sole	2024-07-31
2024-03-31	$1,666,775	7,742	+2.8%	Shares	Sole	2024-04-22
2023-12-31	$1,586,239	7,532	-0.1%	Shares	Sole	2024-01-25
2023-09-30	$1,509,859	7,541	+1.9%	Shares	Sole	2023-11-01
2023-06-30	$1,370,775	7,398	+0.5%	Shares	Sole	2023-08-01
2023-03-31	$1,410,353	7,364	+12.1%	Shares	Sole	2023-05-12
2022-12-31	$1,105,147	6,572	+8.2%	Shares	Sole	2023-02-10
2022-09-30	$1,075,533	6,072	-1.3%	Shares	Sole	2022-11-08
2022-06-30	$1,258,905	6,150	+6.4%	Shares	Sole	2022-08-15
2022-03-31	$1,375,306	5,782	+5.1%	Shares	Sole	2022-04-26
2021-12-31	$1,257,443	5,504	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.