Position in FIX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$806,653
New position
Shares Held
407
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#807
of 1,341 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $1,508,344 across 3 Engineering & Construction names. FIX ranks #1 (53.5% of the industry book) .
All Filings in FIX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $806,653 | 407 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||