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Manager record

Confluence Investment Management Llc

St. Louis, MO · CIK 1442056 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$5.97BReported 13F valueQ3 2026 · as filed
424Holdings listed
-6.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 01Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $7.1B$7.1BQ2 2025451 holdingsQ3 2025: $7.0B$7.0BQ3 2025456 holdingsQ4 2025: $6.7B$6.7BQ4 2025458 holdingsQ1 2026: $6.4B$6.4BQ1 2026414 holdingsQ2 2026: $6.4B$6.4BQ2 2026422 holdingsQ3 2026: $6.0B$6.0BQ3 2026424 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 01 2026 13F-HR · period Q3 2026

$5.97B · 424 holdings listed · View original SEC filing ↗
Jul 01 2026 13F-HR · period Q2 2026

$6.40B · 422 holdings listed · View original SEC filing ↗
Apr 01 2026 13F-HR · period Q1 2026

$6.44B · 414 holdings listed · View original SEC filing ↗
Jan 05 2026 13F-HR · period Q4 2025

$6.67B · 458 holdings listed · View original SEC filing ↗
Oct 14 2025 13F-HR · period Q3 2025

$7.01B · 456 holdings listed · View original SEC filing ↗
Jul 01 2025 13F-HR · period Q2 2025

$7.08B · 451 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 01, 2026 · Change methodology