CONFLUENCE INVESTMENT MANAGEMENT LLC - Portfolio Stock Holdings
CONFLUENCE INVESTMENT MANAGEMENT LLC disclosed 298 stock positions in a recent SEC 13F filing. $6,227,678,650 of stock holdings were filed, with the largest holdings including SGOV, SNA, and CB. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
298Est. Stock Holding Value:
$6,227,678,650Top 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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