CONFLUENCE INVESTMENT MANAGEMENT LLC - Portfolio Stock Holdings
CONFLUENCE INVESTMENT MANAGEMENT LLC disclosed 300 stock positions in a recent SEC 13F filing. $5,901,271,164 of stock holdings were filed, with the largest holdings including SGOV, CVX, and CB. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $6,719,179,902 and has 55 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
300Est. Stock Holding Value:
$5,901,271,164Top Stock Holdings By Sector
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Portfolio Stock Holdings - CONFLUENCE INVESTMENT MANAGEMENT LLC
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% of Portfolio
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