AF
CFLT

Allworth Financial’s Confluent CFLT Stock Holding History

Allworth Financial’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
-9,429
Closed -$285K – 5216
2025
Q4 		$285K Buy
9,429
+5,387
+133% +$132K ﹤0.01% 1169
2025
Q3 		$80K Buy
4,042
+3,574
+764% +$74.7K ﹤0.01% 1802
2025
Q2 		$11.7K Sell
468
-30
-6% -$676 ﹤0.01% 2824
2025
Q1 		$11.6K Buy
498
+89
+22% +$2.58K ﹤0.01% 2360
2024
Q4 		$11.4K Buy
409
+30
+8% +$804 ﹤0.01% 2385
2024
Q3 		$7.72K Sell
379
-39
-9% -$873 ﹤0.01% 2381
2024
Q2 		$10.2K Buy
418
+311
+291% +$8.94K ﹤0.01% 2214
2024
Q1 		$3.27K Buy
107
+52
+95% +$1.47K ﹤0.01% 2597
2023
Q4 		$1.29K Sell
55
-74
-57% -$1.79K ﹤0.01% 2862
2023
Q3 		$3.82K Buy
129
+4
+3% +$134 ﹤0.01% 2241
2023
Q2 		$4.41K Sell
125
-10
-7% -$280 ﹤0.01% 2166
2023
Q1 		$3.25K Sell
135
-29
-18% -$672 ﹤0.01% 2210
2022
Q4 		$3.65K Buy
164
+43
+36% +$996 ﹤0.01% 2023
2022
Q3 		$3K Buy
+121
New +$3.26K ﹤0.01% 2014

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

Allworth Financial's CFLT Position: Q1 2026 in Review

Allworth Financial sold out of Confluent (CFLT) in Q1 2026, closing a stake of 9,429 shares — an estimated $285K sold.

Allworth Financial first reported a position in CFLT in Q3 2022 and held it in 14 quarters. The position peaked at $285K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Allworth Financial reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 9,429 Confluent shares in Q1 2026, an estimated $285K.
  • Allworth Financial first reported a position in Confluent in Q3 2022 and held it in 14 quarters.
  • Allworth Financial's Confluent position peaked at $285K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

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