PWPS
CFLT

Pinnacle Wealth Planning Services’s Confluent CFLT Stock Holding History

Pinnacle Wealth Planning Services’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
-50
Closed -$1.51K – 2758
2025
Q4 		$1.51K Buy
+50
New +$1.23K ﹤0.01% 2534

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 Planning Services's CFLT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Confluent (CFLT) in Q1 2026, closing a stake of 50 shares — an estimated $1.51K sold.

Pinnacle Wealth Planning Services first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $1.51K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 50 Confluent shares in Q1 2026, an estimated $1.51K.
  • Pinnacle Wealth Planning Services first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Confluent position peaked at $1.51K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.