Confluence Wealth Services’s Janus Henderson JHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.16M Sell
22,360
-878
-4% -$45.4K 0.03% 206
2026
Q1
$1.19M Sell
23,238
-1,271
-5% -$62.9K 0.05% 173
2025
Q4
$1.17M Sell
24,509
-12,431
-34% -$550K 0.05% 169
2025
Q3
$1.64M Buy
36,940
+558
+2% +$24.1K 0.08% 123
2025
Q2
$1.41M Buy
36,382
+136
+0.4% +$4.79K 0.08% 133
2025
Q1
$1.15M Buy
36,246
+2,275
+7% +$93.8K 0.07% 139
2024
Q4
$1.48M Buy
33,971
+2,317
+7% +$98.2K 0.1% 104
2024
Q3
$1.21M Buy
31,654
+1,838
+6% +$66.4K 0.09% 121
2024
Q2
$1.01M Buy
29,816
+3,430
+13% +$112K 0.08% 145
2024
Q1
$868K Buy
26,386
+2,103
+9% +$64.3K 0.08% 146
2023
Q4
$732K Buy
24,283
+3,813
+19% +$98.5K 0.08% 142
2023
Q3
$529K Buy
20,470
+3,389
+20% +$92.7K 0.1% 151
2023
Q2
$465K Buy
17,081
+6,690
+64% +$178K 0.1% 160
2023
Q1
$277K Buy
+10,391
New +$277K 0.06% 206

Other funds holding JHG

Confluence Wealth Services's JHG Position: Q2 2026 in Review

Confluence Wealth Services reduced its Janus Henderson (JHG) stake by 3.8% in Q2 2026, selling an estimated $45.4K and leaving 22,360 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #206.

Confluence Wealth Services first reported a position in JHG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.64M in Q3 2025. 416 funds tracked by Wall St. Rank hold JHG as of Q2 2026.

  • Confluence Wealth Services held 22,360 shares of Janus Henderson worth $1.16M as of Q2 2026.
  • Confluence Wealth Services sold 878 Janus Henderson shares in Q2 2026, an estimated $45.4K.
  • Janus Henderson made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #206 holding.
  • Confluence Wealth Services first reported a position in Janus Henderson in Q1 2023 and has held it in 14 quarters since.
  • Confluence Wealth Services's Janus Henderson position peaked at $1.64M in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Janus Henderson as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.