BIA
CFLT

Bell Investment Advisors’s Confluent CFLT Stock Holding History

Bell Investment Advisors’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
-15
Closed -$454 – 1870
2025
Q4 		$454 Hold
15
– – ﹤0.01% 1772
2025
Q3 		$297 Sell
15
-144
-91% -$3.01K ﹤0.01% 1832
2025
Q2 		$3.96K Buy
159
+144
+960% +$3.25K ﹤0.01% 1093
2025
Q1 		$352 Hold
15
– – ﹤0.01% 1838
2024
Q4 		$420 Sell
15
-16
-52% -$429 ﹤0.01% 1825
2024
Q3 		$632 Hold
31
– – ﹤0.01% 1723
2024
Q2 		$916 Buy
31
+15
+94% +$431 ﹤0.01% 1636
2024
Q1 		$489 Hold
16
– – ﹤0.01% 1831
2023
Q4 		$375 Hold
16
– – ﹤0.01% 1874
2023
Q3 		$474 Sell
16
-9
-36% -$302 ﹤0.01% 1817
2023
Q2 		$883 Sell
25
-23
-48% -$644 ﹤0.01% 1628
2023
Q1 		$1.16K Buy
48
+23
+92% +$533 ﹤0.01% 1497
2022
Q4 		$556 Sell
25
-22
-47% -$510 ﹤0.01% 1765
2022
Q3 		$1K Buy
47
+22
+88% +$593 ﹤0.01% 1343
2022
Q2 		$1K Buy
+25
New +$673 ﹤0.01% 1364

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

Bell Investment Advisors's CFLT Position: Q1 2026 in Review

Bell Investment Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 15 shares — an estimated $454 sold.

Bell Investment Advisors first reported a position in CFLT in Q2 2022 and held it in 15 quarters. The position peaked at $3.96K in Q2 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Bell Investment Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 15 Confluent shares in Q1 2026, an estimated $454.
  • Bell Investment Advisors first reported a position in Confluent in Q2 2022 and held it in 15 quarters.
  • Bell Investment Advisors's Confluent position peaked at $3.96K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.