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Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

DRI holding history

Darden Restaurants Inc 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.

DRI overviewAll 13F holders of DRIFull Q2 2026 holdings

Shares (Q2 2026)
3,108
Value
$640.1K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of DRI by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,108$640.1K<0.1%+1,016+48.6%AddedHolders
Q1 20262,092$410.0K<0.1%−54−2.5%ReducedHolders
Q4 20252,146$394.7K<0.1%−450−17.3%ReducedHolders
Q3 20252,596$494.1K<0.1%−95−3.5%ReducedHolders
Q2 20252,691$586.4K<0.1%−123−4.4%ReducedHolders
Q1 20252,814$567.7K<0.1%−1,027−26.7%ReducedHolders
Q4 20243,841$715.0K<0.1%−990−20.5%ReducedHolders
Q3 20244,831$792.8K0.1%−4,588−48.7%ReducedHolders
Q2 20249,419$1.43M0.1%+63+0.7%AddedHolders
Q1 20249,356$1.56M0.1%+73+0.8%AddedHolders
Q4 20239,283$1.53M0.2%−122−1.3%ReducedHolders
Q3 20239,405$1.35M0.3%+186+2.0%AddedHolders
Q2 20239,219$1.54M0.3%−107−1.1%ReducedHolders
Q1 20239,326$1.45M0.3%+727+8.5%AddedHolders
Q4 20228,599$1.19M0.3%+640+8.0%AddedHolders
Q3 20227,959$1.00M0.4%+192+2.5%AddedHolders
Q2 20227,767$1.01M0.4%+1,288+19.9%AddedHolders
Q1 20226,479$861.0K0.3%+852+15.1%AddedHolders
Q4 20215,627$847.0K0.3%–No prior filingHolders