Confluence Wealth Services, Inc.

Position in CSCO — Cisco Systems, Inc.

CIK 1910411 MCMURRAY, PA

Position in CSCO

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

Position Value

$12,982,149

+$5,707,621 QoQ

Shares Held

110,524

+17.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.64%

of 13F equity value

Holder Rank

#795

of 4,023 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $15,548,225 across 2 Communication Equipment names. CSCO ranks #1 (83.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CSCO	Cisco Systems, Inc. This page	110,524	$12,982,149
2	MSI	Motorola Solutions, Inc.	6,179	$2,566,076

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,982,149	110,524	+17.9%	Shares	Sole	2026-07-22
2026-03-31	$7,274,528	93,756	+14.6%	Shares	Sole	2026-05-07
2025-12-31	$6,300,514	81,793	-2.7%	Shares	Sole	2026-01-28
2025-09-30	$5,753,643	84,093	-0.4%	Shares	Sole	2025-10-28
2025-06-30	$5,856,573	84,413	-0.9%	Shares	Sole	2025-07-22
2025-03-31	$5,254,297	85,145	+16.5%	Shares	Sole	2025-04-24
2024-12-31	$4,326,691	73,086	-1.4%	Shares	Sole	2025-01-27
2024-09-30	$3,943,335	74,095	-15.1%	Shares	Sole	2024-10-29
2024-06-30	$4,147,623	87,300	+9.9%	Shares	Sole	2024-07-31
2024-03-31	$3,964,301	79,429	+3.7%	Shares	Sole	2024-04-22
2023-12-31	$3,869,478	76,593	+3.1%	Shares	Sole	2024-01-25
2023-09-30	$3,995,066	74,313	-1.6%	Shares	Sole	2023-11-01
2023-06-30	$3,905,697	75,487	+5.2%	Shares	Sole	2023-08-01
2023-03-31	$3,752,344	71,774	+11.6%	Shares	Sole	2023-05-12
2022-12-31	$3,063,680	64,309	+2.6%	Shares	Sole	2023-02-10
2022-09-30	$2,506,600	62,665	-2.1%	Shares	Sole	2022-11-08
2022-06-30	$2,730,153	64,028	+6.2%	Shares	Sole	2022-08-15
2022-03-31	$3,360,376	60,265	+1.7%	Shares	Sole	2022-04-26
2021-12-31	$3,755,813	59,268	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.