Confluence Wealth Services, Inc.

Position in FNF — Fidelity National Financial, Inc.

CIK 1910411 MCMURRAY, PA

Position in FNF

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

Position Value

$1,961,195

+$604,998 QoQ

Shares Held

41,586

+42.2% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#231

of 707 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $1,961,195 across 1 Insurance - Specialty name. FNF ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	FNF	Fidelity National Financial, Inc. This page	41,586	$1,961,195

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,961,195	41,586	+42.2%	Shares	Sole	2026-07-22
2026-03-31	$1,356,197	29,241	+2.3%	Shares	Sole	2026-05-07
2025-12-31	$1,560,127	28,579	+10.2%	Shares	Sole	2026-01-28
2025-09-30	$1,569,109	25,940	+3.2%	Shares	Sole	2025-10-28
2025-06-30	$1,408,788	25,130	+1.1%	Shares	Sole	2025-07-22
2025-03-31	$1,618,085	24,863	+3.6%	Shares	Sole	2025-04-24
2024-12-31	$1,346,853	23,991	+7.9%	Shares	Sole	2025-01-27
2024-09-30	$1,380,462	22,244	-10.7%	Shares	Sole	2024-10-29
2024-06-30	$1,230,656	24,902	+27.6%	Shares	Sole	2024-07-31
2024-03-31	$1,036,299	19,516	+18.3%	Shares	Sole	2024-04-22
2023-12-31	$841,982	16,503	+15.8%	Shares	Sole	2024-01-25
2023-09-30	$588,731	14,255	+18.3%	Shares	Sole	2023-11-01
2023-06-30	$433,691	12,047	+72.5%	Shares	Sole	2023-08-01
2023-03-31	$243,916	6,983	+2102.8%	Shares	Sole	2023-05-12
2021-12-31	$16,541	317	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.