Cerity Partners
CFLT

Cerity Partners’s Confluent CFLT Stock Holding History

Cerity Partners’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
-274,456
Closed -$8.3M – 3271
2025
Q4 		$8.3M Buy
274,456
+91,402
+50% +$2.24M 0.01% 722
2025
Q3 		$3.62M Buy
183,054
+153,331
+516% +$3.21M 0.01% 1019
2025
Q2 		$741K Sell
29,723
-3,829
-11% -$86.3K ﹤0.01% 1662
2025
Q1 		$786K Sell
33,552
-8,595
-20% -$249K ﹤0.01% 1539
2024
Q4 		$1.15M Buy
42,147
+7,018
+20% +$188K ﹤0.01% 1348
2024
Q3 		$716K Buy
35,129
+7,705
+28% +$173K ﹤0.01% 1576
2024
Q2 		$810K Sell
27,424
-313
-1% -$8.99K ﹤0.01% 1322
2024
Q1 		$847K Buy
27,737
+3,354
+14% +$94.7K ﹤0.01% 1355
2023
Q4 		$571K Sell
24,383
-5,660
-19% -$137K ﹤0.01% 1215
2023
Q3 		$890K Buy
30,043
+11,336
+61% +$380K ﹤0.01% 787
2023
Q2 		$661K Buy
+18,707
New +$523K ﹤0.01% 1072

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

Cerity Partners's CFLT Position: Q1 2026 in Review

Cerity Partners sold out of Confluent (CFLT) in Q1 2026, closing a stake of 274,456 shares — an estimated $8.3M sold.

Cerity Partners first reported a position in CFLT in Q2 2023 and held it in 11 quarters. The position peaked at $8.3M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Cerity Partners reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 274,456 Confluent shares in Q1 2026, an estimated $8.3M.
  • Cerity Partners first reported a position in Confluent in Q2 2023 and held it in 11 quarters.
  • Cerity Partners's Confluent position peaked at $8.3M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.