WTC
CFLT

WhitTier Trust Company’s Confluent CFLT Stock Holding History

WhitTier Trust Company’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
-416
Closed -$12.6K – 1419
2025
Q4 		$12.6K Sell
416
-68
-14% -$1.67K ﹤0.01% 987
2025
Q3 		$9.82K Sell
484
-99
-17% -$2.07K ﹤0.01% 1010
2025
Q2 		$14.5K Hold
583
– – ﹤0.01% 1075
2025
Q1 		$13.7K Buy
583
+1
+0.2% +$29 ﹤0.01% 1060
2024
Q4 		$16.3K Buy
582
+1
+0.2% +$27 ﹤0.01% 982
2024
Q3 		$11.8K Buy
+581
New +$13K ﹤0.01% 1025

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

WhitTier Trust Company's CFLT Position: Q1 2026 in Review

WhitTier Trust Company sold out of Confluent (CFLT) in Q1 2026, closing a stake of 416 shares — an estimated $12.6K sold.

WhitTier Trust Company first reported a position in CFLT in Q3 2024 and held it in 6 quarters. The position peaked at $16.3K in Q4 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • WhitTier Trust Company reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • WhitTier Trust Company sold 416 Confluent shares in Q1 2026, an estimated $12.6K.
  • WhitTier Trust Company first reported a position in Confluent in Q3 2024 and held it in 6 quarters.
  • WhitTier Trust Company's Confluent position peaked at $16.3K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.