Confluence Wealth Services, Inc.

Position in T — At&T Inc.

CIK 1910411 MCMURRAY, PA

Position in T

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

Position Value

$1,631,594

-$7,703 QoQ

Shares Held

78,821

+39.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#864

of 2,657 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $5,598,236 across 4 Telecom Services names. T ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VZ	Verizon Communications Inc	58,795	$2,489,380
2	T	At&T Inc. This page	78,821	$1,631,594
3	TMUS	T-Mobile US, Inc.	6,217	$1,042,777
4	CMCSA	Comcast Corp	17,698	$434,485

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,631,594	78,821	+39.4%	Shares	Sole	2026-07-22
2026-03-31	$1,639,297	56,547	+5.7%	Shares	Sole	2026-05-07
2025-12-31	$1,329,138	53,508	-15.0%	Shares	Sole	2026-01-28
2025-09-30	$1,778,216	62,968	+0.5%	Shares	Sole	2025-10-28
2025-06-30	$1,812,627	62,634	+1.5%	Shares	Sole	2025-07-22
2025-03-31	$1,745,073	61,707	-0.3%	Shares	Sole	2025-04-24
2024-12-31	$1,409,075	61,883	+16.1%	Shares	Sole	2025-01-27
2024-09-30	$1,172,138	53,279	+4.7%	Shares	Sole	2024-10-29
2024-06-30	$972,622	50,896	+8.9%	Shares	Sole	2024-07-31
2024-03-31	$822,500	46,733	-11.4%	Shares	Sole	2024-04-22
2023-12-31	$884,658	52,721	-11.0%	Shares	Sole	2024-01-25
2023-09-30	$889,544	59,224	-6.6%	Shares	Sole	2023-11-01
2023-06-30	$1,010,863	63,377	-2.5%	Shares	Sole	2023-08-01
2023-03-31	$1,251,692	65,023	+13.5%	Shares	Sole	2023-05-12
2022-12-31	$1,054,727	57,291	-7.4%	Shares	Sole	2023-02-10
2022-09-30	$949,269	61,882	-33.8%	Shares	Sole	2022-11-08
2022-06-30	$1,958,670	93,448	+3.1%	Shares	Sole	2022-08-15
2022-03-31	$2,141,417	90,623	+0.4%	Shares	Sole	2022-04-26
2021-12-31	$2,219,687	90,231	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.