Capstone Investment Advisors
CFLT

Capstone Investment Advisors’s Confluent CFLT Stock Holding History

Capstone 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
2024
Q2 		– Sell
-50,000
Closed -$1.53M – 2130
2024
Q1 		$1.53M Buy
+50,000
New +$1.41M 0.01% 912

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

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

Capstone Investment Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 172,718 shares — an estimated $5.22M sold.

Capstone Investment Advisors first reported a position in CFLT in Q2 2021 and held it in 3 quarters. The position peaked at $5.22M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 172,718 Confluent shares in Q1 2026, an estimated $5.22M.
  • Capstone Investment Advisors first reported a position in Confluent in Q2 2021 and held it in 3 quarters.
  • Capstone Investment Advisors's Confluent position peaked at $5.22M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.