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Livermore
Livermore
ZHEN

Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

AXP holding history

American Express Co in every 13F filed by Confluence Wealth Services, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
8,178
Value
$2.77M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of AXP by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,178$2.77M0.1%+476+6.2%AddedHolders
Q1 20267,702$2.33M0.1%+500+6.9%AddedHolders
Q4 20257,202$2.66M0.1%−11−0.2%ReducedHolders
Q3 20257,213$2.40M0.1%00.0%UnchangedHolders
Q2 20257,213$2.30M0.1%00.0%UnchangedHolders
Q1 20257,213$1.88M0.1%+2,601+56.4%AddedHolders
Q4 20244,612$1.50M0.1%00.0%UnchangedHolders
Q3 20244,612$1.25M0.1%−339−6.8%ReducedHolders
Q2 20244,951$1.15M0.1%−20−0.4%ReducedHolders
Q1 20244,971$1.13M0.1%−74−1.5%ReducedHolders
Q4 20235,045$945.1K0.1%+48+1.0%AddedHolders
Q3 20234,997$745.5K0.1%+100+2.0%AddedHolders
Q2 20234,897$853.1K0.2%+75+1.6%AddedHolders
Q1 20234,822$795.4K0.2%00.0%UnchangedHolders
Q4 20224,822$712.5K0.2%+180+3.9%AddedHolders
Q3 20224,642$626.0K0.3%+128+2.8%AddedHolders
Q2 20224,514$735.0K0.3%+206+4.8%AddedHolders
Q1 20224,308$805.0K0.3%−5−0.1%ReducedHolders
Q4 20214,313$705.0K0.2%–No prior filingHolders