Confluence Wealth Services, Inc.

Position in MAR — Marriott International Inc /Md/

CIK 1910411 MCMURRAY, PA

Position in MAR

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

Position Value

$918,692

+$128,818 QoQ

Shares Held

2,479

+2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#858

of 1,737 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $918,692 across 1 Lodging name. MAR ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MAR	Marriott International Inc /Md/ This page	2,479	$918,692

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$918,692	2,479	+2.7%	Shares	Sole	2026-07-22
2026-03-31	$789,874	2,415	+24.2%	Shares	Sole	2026-05-07
2025-12-31	$603,106	1,944	+10.1%	Shares	Sole	2026-01-28
2025-09-30	$459,676	1,765	0.0%	Shares	Sole	2025-10-28
2025-06-30	$482,215	1,765	0.0%	Shares	Sole	2025-07-22
2025-03-31	$420,423	1,765	0.0%	Shares	Sole	2025-04-24
2024-12-31	$492,329	1,765	+3.3%	Shares	Sole	2025-01-27
2024-09-30	$424,608	1,708	-0.9%	Shares	Sole	2024-10-29
2024-06-30	$416,569	1,723	-0.7%	Shares	Sole	2024-07-31
2024-03-31	$437,757	1,735	+1.7%	Shares	Sole	2024-04-22
2023-12-31	$384,720	1,706	0.0%	Shares	Sole	2024-01-25
2023-09-30	$335,331	1,706	0.0%	Shares	Sole	2023-11-01
2023-06-30	$313,375	1,706	+0.3%	Shares	Sole	2023-08-01
2023-03-31	$282,434	1,701	+1.2%	Shares	Sole	2023-05-12
2022-12-31	$250,284	1,681	0.0%	Shares	Sole	2023-02-10
2022-09-30	$235,575	1,681	-1.0%	Shares	Sole	2022-11-08
2022-06-30	$230,944	1,698	-3.4%	Shares	Sole	2022-08-15
2022-03-31	$308,968	1,758	-0.3%	Shares	Sole	2022-04-26
2021-12-31	$291,318	1,763	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.