JWA
CFLT

JFS Wealth Advisors’s Confluent CFLT Stock Holding History

JFS Wealth Advisors’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
-10
Closed -$303 – 1902
2025
Q4 		$303 Hold
10
– – ﹤0.01% 1847
2025
Q3 		$198 Hold
10
– – ﹤0.01% 1829
2025
Q2 		$250 Hold
10
– – ﹤0.01% 1771
2025
Q1 		$235 Hold
10
– – ﹤0.01% 1830
2024
Q4 		$280 Hold
10
– – ﹤0.01% 1832
2024
Q3 		$204 Hold
10
– – ﹤0.01% 1866
2024
Q2 		$296 Hold
10
– – ﹤0.01% 1869
2024
Q1 		$306 Sell
10
-5
-33% -$141 ﹤0.01% 1856
2023
Q4 		$351 Sell
15
-5
-25% -$121 ﹤0.01% 1848
2023
Q3 		$593 Buy
+20
New +$670 ﹤0.01% 1715

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

JFS Wealth Advisors's CFLT Position: Q1 2026 in Review

JFS Wealth Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 10 shares — an estimated $303 sold.

JFS Wealth Advisors first reported a position in CFLT in Q3 2023 and held it in 10 quarters. The position peaked at $593 in Q3 2023. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • JFS Wealth Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 10 Confluent shares in Q1 2026, an estimated $303.
  • JFS Wealth Advisors first reported a position in Confluent in Q3 2023 and held it in 10 quarters.
  • JFS Wealth Advisors's Confluent position peaked at $593 in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.