PWMAG
CFLT

Pinnacle Wealth Management Advisory Group’s Confluent CFLT Stock Holding History

Pinnacle Wealth Management Advisory Group’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
-7,117
Closed -$215K – 551
2025
Q4 		$215K Buy
+7,117
New +$175K 0.01% 492

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

Pinnacle Wealth Management Advisory Group's CFLT Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group sold out of Confluent (CFLT) in Q1 2026, closing a stake of 7,117 shares — an estimated $215K sold.

Pinnacle Wealth Management Advisory Group first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $215K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 7,117 Confluent shares in Q1 2026, an estimated $215K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Management Advisory Group's Confluent position peaked at $215K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.