Confluence Wealth Services, Inc.

Position in SPGI — S&P Global Inc.

CIK 1910411 MCMURRAY, PA

Position in SPGI

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

Position Value

$1,021,424

+$163,088 QoQ

Shares Held

2,802

+31.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,026

of 1,991 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $2,476,782 across 3 Financial Data & Stock Exchanges names. SPGI ranks #1 (41.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc. This page	2,802	$1,021,424
2	ICE	Intercontinental Exchange, Inc.	6,591	$811,418
3	CME	Cme Group Inc.	2,916	$643,940

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,021,424	2,651	+31.4%	Shares	Sole	2026-07-22
2026-03-31	$858,336	2,018	+1.7%	Shares	Sole	2026-05-07
2025-12-31	$1,036,818	1,984	-4.0%	Shares	Sole	2026-01-28
2025-09-30	$1,006,029	2,067	+1.4%	Shares	Sole	2025-10-28
2025-06-30	$1,075,144	2,039	+1.7%	Shares	Sole	2025-07-22
2025-03-31	$1,018,740	2,005	+1.5%	Shares	Sole	2025-04-24
2024-12-31	$983,609	1,975	-0.6%	Shares	Sole	2025-01-27
2024-09-30	$1,026,007	1,986	-20.2%	Shares	Sole	2024-10-29
2024-06-30	$1,109,647	2,488	+12.0%	Shares	Sole	2024-07-31
2024-03-31	$945,349	2,222	+27.9%	Shares	Sole	2024-04-22
2023-12-31	$765,183	1,737	-4.6%	Shares	Sole	2024-01-25
2023-09-30	$665,411	1,821	+117.8%	Shares	Sole	2023-11-01
2023-06-30	$335,144	836	+0.8%	Shares	Sole	2023-08-01
2023-03-31	$285,814	829	+11.7%	Shares	Sole	2023-05-12
2022-12-31	$248,525	742	-11.6%	Shares	Sole	2023-02-10
2022-06-30	$282,793	839	+18.5%	Shares	Sole	2022-08-15
2022-03-31	$290,407	708	+345.3%	Shares	Sole	2022-04-26
2021-12-31	$75,036	159	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.