Confluence Wealth Services, Inc.

Position in JHG — Janus Henderson Group Ltd.

CIK 1910411 MCMURRAY, PA

Position in JHG

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

Position Value

$1,161,602

-$32,134 QoQ

Shares Held

22,360

-3.8% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#15

of 85 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $10,350,898 across 15 Asset Management names. JHG ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	20,281	$2,305,746
2	SEIC	Sei Investments Co	16,138	$1,415,463
3	JHG	Janus Henderson Group Ltd. This page	22,360	$1,161,602
4	BLK	BlackRock, Inc.	1,206	$1,159,641
5	NTRS	Northern Trust Corp	5,131	$891,973
6	VPV	Invesco Pennsylvania Value Municipal Income Trust	61,438	$695,478
7	FHI	Federated Hermes, Inc.	9,161	$505,870
8	ARCC	Ares Capital Corp	21,271	$394,151

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,161,602	22,360	-3.8%	Shares	Sole	2026-07-22
2026-03-31	$1,193,736	23,238	-5.2%	Shares	Sole	2026-05-07
2025-12-31	$1,165,893	24,509	-33.7%	Shares	Sole	2026-01-28
2025-09-30	$1,644,199	36,940	+1.5%	Shares	Sole	2025-10-28
2025-06-30	$1,413,076	36,382	+0.4%	Shares	Sole	2025-07-22
2025-03-31	$1,310,292	36,246	+6.7%	Shares	Sole	2025-04-24
2024-12-31	$1,444,786	33,971	+7.3%	Shares	Sole	2025-01-27
2024-09-30	$1,205,067	31,654	+6.2%	Shares	Sole	2024-10-29
2024-06-30	$1,005,097	29,816	+13.0%	Shares	Sole	2024-07-31
2024-03-31	$867,835	26,386	+8.7%	Shares	Sole	2024-04-22
2023-12-31	$732,132	24,283	+18.6%	Shares	Sole	2024-01-25
2023-09-30	$528,535	20,470	+19.8%	Shares	Sole	2023-11-01
2023-06-30	$465,457	17,081	+64.4%	Shares	Sole	2023-08-01
2023-03-31	$276,816	10,391	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.