Confluence Wealth Services, Inc.

Position in WFC — Wells Fargo & Company/Mn

CIK 1910411 MCMURRAY, PA

Position in WFC

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

Position Value

$753,346

+$226,806 QoQ

Shares Held

9,116

+37.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,541

of 2,859 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Confluence Wealth Services, Inc. holds $26,004,217 across 5 Banks - Diversified names. WFC ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	62,628	$20,500,023
2	BNY	Bank of New York Mellon Corp	16,127	$2,332,125
3	BAC	Bank Of America Corp /De/	25,650	$1,461,537
4	C	Citigroup Inc	6,839	$957,186
5	WFC	Wells Fargo & Company/Mn This page	9,116	$753,346

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$753,346	9,116	+37.8%	Shares	Sole	2026-07-22
2026-03-31	$526,540	6,614	0.0%	Shares	Sole	2026-05-07
2025-12-31	$616,424	6,614	-8.6%	Shares	Sole	2026-01-28
2025-09-30	$606,270	7,233	+2.0%	Shares	Sole	2025-10-28
2025-06-30	$568,050	7,090	0.0%	Shares	Sole	2025-07-22
2025-03-31	$508,991	7,090	-0.8%	Shares	Sole	2025-04-24
2024-12-31	$502,216	7,150	+0.7%	Shares	Sole	2025-01-27
2024-09-30	$401,022	7,099	-4.1%	Shares	Sole	2024-10-29
2024-06-30	$439,664	7,403	-0.1%	Shares	Sole	2024-07-31
2024-03-31	$429,657	7,413	+12.2%	Shares	Sole	2024-04-22
2023-12-31	$325,098	6,605	-9.8%	Shares	Sole	2024-01-25
2023-09-30	$299,217	7,323	+2.1%	Shares	Sole	2023-11-01
2023-06-30	$306,229	7,175	-7.6%	Shares	Sole	2023-08-01
2023-03-31	$290,255	7,765	-0.1%	Shares	Sole	2023-05-12
2022-12-31	$320,947	7,773	-11.5%	Shares	Sole	2023-02-10
2022-09-30	$353,091	8,779	-23.5%	Shares	Sole	2022-11-08
2022-06-30	$449,319	11,471	+14.4%	Shares	Sole	2022-08-15
2022-03-31	$485,859	10,026	-6.7%	Shares	Sole	2022-04-26
2021-12-31	$515,689	10,748	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.