BTI
CFLT

Blue Trust Inc’s Confluent CFLT Stock Holding History

Blue Trust Inc’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
-29
Closed -$877 – 2545
2025
Q4 		$877 Hold
29
– – ﹤0.01% 2311
2025
Q3 		$574 Buy
+29
New +$607 ﹤0.01% 2407
2025
Q2 		– Sell
-352
Closed -$8.25K – 2471
2025
Q1 		$8.25K Hold
352
– – ﹤0.01% 1977
2024
Q4 		$9.84K Sell
352
-102
-22% -$2.73K ﹤0.01% 1907
2024
Q3 		$13.4K Buy
454
+240
+112% +$5.37K ﹤0.01% 2093
2024
Q2 		$6.53K Buy
+214
New +$6.15K ﹤0.01% 2095
2024
Q1 		– Sell
-17
Closed -$1K – 2264
2023
Q4 		$1K Buy
+17
New +$411 ﹤0.01% 2279

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

Blue Trust Inc's CFLT Position: Q1 2026 in Review

Blue Trust Inc sold out of Confluent (CFLT) in Q1 2026, closing a stake of 29 shares — an estimated $877 sold.

Blue Trust Inc first reported a position in CFLT in Q4 2023 and held it in 7 quarters. The position peaked at $13.4K in Q3 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Blue Trust Inc reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 29 Confluent shares in Q1 2026, an estimated $877.
  • Blue Trust Inc first reported a position in Confluent in Q4 2023 and held it in 7 quarters.
  • Blue Trust Inc's Confluent position peaked at $13.4K in Q3 2024.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.