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Confluence Wealth Services, Inc.

Position in SHW — Sherwin Williams Co

CIK 1910411 MCMURRAY, PA

Position in SHW

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$591,197
+$384,122 QoQ
Shares Held
1,717
+165.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,035
of 1,733 holders
Holding Since
Dec 2021
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SHW Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $7,225,440 across 6 Specialty Chemicals names. SHW ranks #5 (8.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 SHW
Sherwin Williams Co
This page
1,717 $591,197

All Filings in SHW

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $591,197 1,717
2026-03-31 $207,075 646
2024-06-30 $279,032 935
2024-03-31 $210,829 607
2021-12-31 $76,066 216