Confluence Wealth Services, Inc.

Position in DELL — Dell Technologies Inc.

CIK 1910411 MCMURRAY, PA

Position in DELL

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

Position Value

$1,046,290

+$705,901 QoQ

Shares Held

2,425

+1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,113

of 2,109 holders

Holding Since

Dec 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $2,702,569 across 4 Computer Hardware names. DELL ranks #1 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	2,425	$1,046,290
2	STX	Seagate Technology Holdings plc	648	$625,320
3	ANET	Arista Networks, Inc.	3,294	$559,584
4	WDC	Western Digital Corp	738	$471,375

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,046,290	2,425	+1.0%	Shares	Sole	2026-07-22
2025-09-30	$340,389	2,401	0.0%	Shares	Sole	2025-10-28
2025-06-30	$294,362	2,401	0.0%	Shares	Sole	2025-07-22
2025-03-31	$218,851	2,401	0.0%	Shares	Sole	2025-04-24
2024-12-31	$276,691	2,401	+0.8%	Shares	Sole	2025-01-27
2024-09-30	$282,362	2,382	-11.2%	Shares	Sole	2024-10-29
2024-06-30	$369,874	2,682	+12.6%	Shares	Sole	2024-07-31
2024-03-31	$271,810	2,382	+1134.2%	Shares	Sole	2024-04-22
2021-12-31	$10,840	193	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.