Capital Performance Advisors’s Confluent CFLT Stock Holding History

Capital Performance 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	-7,800	Closed	-$236K	–	480
2025 Q4	$236K	Buy	+7,800	New	+$191K	0.02%	374
2024 Q4	–	Sell	-87	Closed	-$1.77K	–	629
2024 Q3	$1.77K	Buy	+87	New	+$1.95K	﹤0.01%	1621

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

Capital Performance Advisors's CFLT Position: Q1 2026 in Review

Capital Performance Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 7,800 shares — an estimated $236K sold.

Capital Performance Advisors first reported a position in CFLT in Q3 2024 and held it in 2 quarters. The position peaked at $236K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Capital Performance Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Capital Performance Advisors sold 7,800 Confluent shares in Q1 2026, an estimated $236K.
Capital Performance Advisors first reported a position in Confluent in Q3 2024 and held it in 2 quarters.
Capital Performance Advisors's Confluent position peaked at $236K in Q4 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.