Jones Financial Companies’s Confluent CFLT Stock Holding History

Jones Financial Companies’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	-1,903	Closed	-$57.5K	–	4759
2025 Q4	$57.5K	Sell	1,903 -1,568	-45%	-$38.5K	﹤0.01%	2452
2025 Q3	$68.7K	Buy	3,471 +2,481	+251%	+$51.9K	﹤0.01%	2239
2025 Q2	$24.2K	Buy	990 +480	+94%	+$10.8K	﹤0.01%	2510
2025 Q1	$12.4K	Buy	510 +140	+38%	+$4.05K	﹤0.01%	2619
2024 Q4	$10.3K	Buy	370 +130	+54%	+$3.48K	﹤0.01%	2517
2024 Q3	$4.73K	Hold	240	–	–	﹤0.01%	2466
2024 Q2	$7.09K	Buy	240 +50	+26%	+$1.44K	﹤0.01%	1864
2024 Q1	$5.8K	Buy	+190	New	+$5.36K	﹤0.01%	1153

Other funds holding CFLT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Jones Financial Companies's CFLT Position: Q1 2026 in Review

Jones Financial Companies sold out of Confluent (CFLT) in Q1 2026, closing a stake of 1,903 shares — an estimated $57.5K sold.

Jones Financial Companies first reported a position in CFLT in Q1 2024 and held it in 8 quarters. The position peaked at $68.7K in Q3 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Jones Financial Companies reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Jones Financial Companies sold 1,903 Confluent shares in Q1 2026, an estimated $57.5K.
Jones Financial Companies first reported a position in Confluent in Q1 2024 and held it in 8 quarters.
Jones Financial Companies's Confluent position peaked at $68.7K in Q3 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.