JTWM
CFLT

Jackson Thornton Wealth Management’s Confluent CFLT Stock Holding History

Jackson Thornton Wealth Management’s Portfolio CFLT Stock Details CFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,932
Closed -$270K – 297
2025
Q4 		$270K Buy
+8,932
New +$219K 0.03% 224

Other funds holding CFLT

SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Jackson Thornton Wealth Management's CFLT Position: Q1 2026 in Review

Jackson Thornton Wealth Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 8,932 shares — an estimated $270K sold.

Jackson Thornton Wealth Management first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $270K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Jackson Thornton Wealth Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 8,932 Confluent shares in Q1 2026, an estimated $270K.
  • Jackson Thornton Wealth Management first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Jackson Thornton Wealth Management's Confluent position peaked at $270K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.