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Livermore
Livermore
ZHEN

Confluence Wealth Services, Inc.

SEC CIK
0001910411
Latest filing
Jul 22, 2026

RJF holding history

Raymond James Financial 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.

RJF overviewAll 13F holders of RJFFull Q2 2026 holdings

Shares (Q2 2026)
2,468
Value
$375.2K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2021
Holdings of RJF by Confluence Wealth Services, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,468$375.2K<0.1%+305+14.1%AddedHolders
Q1 20262,163$313.1K<0.1%00.0%UnchangedHolders
Q4 20252,163$347.3K<0.1%+94+4.5%AddedHolders
Q3 20252,069$357.1K<0.1%+46+2.3%AddedHolders
Q2 20252,023$310.2K<0.1%−2,435−54.6%ReducedHolders
Q1 20254,458$603.3K<0.1%00.0%UnchangedHolders
Q4 20244,458$764.7K<0.1%+2,435+120.4%AddedHolders
Q3 20242,023$247.7K<0.1%00.0%UnchangedHolders
Q2 20242,023$250.0K<0.1%00.0%UnchangedHolders
Q1 20242,023$259.7K<0.1%−133−6.2%ReducedHolders
Q4 20232,156$240.4K<0.1%+2,156NewHolders
Q3 20220$00.0%−7,174−100.0%Sold outHolders
Q2 20227,174$770.0K0.3%00.0%UnchangedHolders
Q1 20227,174$788.0K0.3%00.0%UnchangedHolders
Q4 20217,174$720.0K0.2%–No prior filingHolders