Beck Capital Management’s Confluent CFLT Stock Holding History

Beck Capital Management’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	-21,431	Closed	-$648K	–	118
2025 Q4	$648K	Sell	21,431 -3,053	-12%	-$74.9K	0.15%	92
2025 Q3	$485K	Sell	24,484 -43,625	-64%	-$912K	0.11%	100
2025 Q2	$1.7M	Buy	+68,109	New	+$1.54M	0.42%	63

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

Beck Capital Management's CFLT Position: Q1 2026 in Review

Beck Capital Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 21,431 shares — an estimated $648K sold.

Beck Capital Management first reported a position in CFLT in Q2 2025 and held it in 3 quarters. The position peaked at $1.7M in Q2 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Beck Capital Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Beck Capital Management sold 21,431 Confluent shares in Q1 2026, an estimated $648K.
Beck Capital Management first reported a position in Confluent in Q2 2025 and held it in 3 quarters.
Beck Capital Management's Confluent position peaked at $1.7M in Q2 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Beck Capital Management's 13F filing for Q1 2026, filed 15 May 2026.