Skip to main content
Livermore
Livermore
ZHEN

Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

CTAS holding history

Cintas Corp 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.

CTAS overviewAll 13F holders of CTASFull Q2 2026 holdings

Shares (Q2 2026)
11,878
Value
$2.02M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of CTAS by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,878$2.02M0.1%+2,002+20.3%AddedHolders
Q1 20269,876$1.67M0.1%+120+1.2%AddedHolders
Q4 20259,756$1.83M0.1%−68−0.7%ReducedHolders
Q3 20259,824$2.02M0.1%00.0%UnchangedHolders
Q2 20259,824$2.19M0.1%00.0%UnchangedHolders
Q1 20259,824$2.04M0.1%00.0%UnchangedHolders
Q4 20249,824$1.94M0.1%00.0%UnchangedHolders
Q3 20249,824$2.02M0.1%00.0%UnchangedConverted for a 4-for-1 splitHolders
Q2 20242,456$1.72M0.1%−2−0.1%ReducedHolders
Q1 20242,458$1.69M0.2%+155+6.7%AddedHolders
Q4 20232,303$1.39M0.2%−10.0%ReducedHolders
Q3 20232,304$1.11M0.2%00.0%UnchangedHolders
Q2 20232,304$1.15M0.2%+10.0%AddedHolders
Q1 20232,303$1.07M0.2%+89+4.0%AddedHolders
Q4 20222,214$999.9K0.3%−138−5.9%ReducedHolders
Q3 20222,352$913.0K0.4%−400−14.5%ReducedHolders
Q2 20222,752$1.18M0.5%00.0%UnchangedHolders
Q1 20222,752$1.17M0.4%00.0%UnchangedHolders
Q4 20212,752$1.22M0.4%–No prior filingHolders