Confluence Wealth Services, Inc.

Confluence Wealth Services, Inc. reported 365 holdings worth US$2.58B as of Mar 31, 2026 (Form 13F)

As of Mar 31, 2026 · Filed May 7, 2026

Confluence Wealth Services, Inc. reported 365 holdings worth US$2.58B as of Mar 31, 2026. Filed May 7, 2026 (Form 13F).

Holdings

365

Value as reported

US$2.58B

Source

View original at SEC

Related

• Confluence Wealth Services, Inc.
• Form 13F · Confluence Wealth Services, Inc. · Jul 22, 2026