Position in MFC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$226,450
New position
Shares Held
5,590
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#568
of 805 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Confluence Wealth Services, Inc. holds $3,875,001 across 4 Insurance - Life names. MFC ranks #4 (5.8% of the industry book) .
All Filings in MFC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,450 | 5,590 | Shares | Sole | 2026-07-22 | |
| No filing history on record for this holder in this stock. | ||||||