Confluence Wealth Services’s Jones Lang LaSalle JLL Stock Holding History

Confluence Wealth Services’s Portfolio JLL Stock Details JLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$879K	Buy	2,836 +30	+1%	+$9.32K	0.03%	247
2026 Q1	$854K	Hold	2,806	–	–	0.03%	209
2025 Q4	$944K	Hold	2,806	–	–	0.04%	190
2025 Q3	$837K	Hold	2,806	–	–	0.04%	197
2025 Q2	$718K	Hold	2,806	–	–	0.04%	209
2025 Q1	$615K	Hold	2,806	–	–	0.04%	203
2024 Q4	$769K	Hold	2,806	–	–	0.05%	179
2024 Q3	$757K	Hold	2,806	–	–	0.06%	182
2024 Q2	$576K	Hold	2,806	–	–	0.05%	211
2024 Q1	$547K	Hold	2,806	–	–	0.05%	195
2023 Q4	$530K	Hold	2,806	–	–	0.06%	181
2023 Q3	$396K	Hold	2,806	–	–	0.08%	180
2023 Q2	$437K	Hold	2,806	–	–	0.09%	168
2023 Q1	$408K	Hold	2,806	–	–	0.1%	160
2022 Q4	$447K	Hold	2,806	–	–	0.12%	151
2022 Q3	$423K	Hold	2,806	–	–	0.18%	141
2022 Q2	$511K	Buy	+2,806	New	+$559K	0.22%	147

Other funds holding JLL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HCMT

Highland Capital Management (Tennessee) Memphis, Tennessee $2.17B AUM 54.74% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Confluence Wealth Services increased its Jones Lang LaSalle (JLL) stake by 1.1% in Q2 2026, buying an estimated $9.32K and bringing the position to 2,836 shares worth $879K. The position accounts for 0.03% of the portfolio, ranked #247.

Confluence Wealth Services first reported a position in JLL in Q2 2022 and has held it in 17 quarters since. The position peaked at $944K in Q4 2025. 137 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

Confluence Wealth Services held 2,836 shares of Jones Lang LaSalle worth $879K as of Q2 2026.
Confluence Wealth Services bought 30 Jones Lang LaSalle shares in Q2 2026, an estimated $9.32K.
Jones Lang LaSalle made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #247 holding.
Confluence Wealth Services first reported a position in Jones Lang LaSalle in Q2 2022 and has held it in 17 quarters since.
Confluence Wealth Services's Jones Lang LaSalle position peaked at $944K in Q4 2025.
137 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

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