Confluence Wealth Services, Inc.
Position in KEYS — Keysight Technologies, Inc.
CIK 1910411
MCMURRAY, PA
Position in KEYS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$243,298
-$1,848 QoQ
Shares Held
695
-52.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#938
of 1,242 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEYS Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $7,736,389 across 5 Scientific & Technical Instruments names. KEYS ranks #5 (3.1% of the industry book) .
All Filings in KEYS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,298 | 695 | Shares | Sole | 2026-07-22 | |
| 2023-06-30 | $245,146 | 1,464 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $235,760 | 1,460 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $247,538 | 1,447 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $231,476 | 1,471 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $198,504 | 1,440 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $203,623 | 1,289 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $256,898 | 1,244 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||