CPIG
CFLT

Chicago Partners Investment Group’s Confluent CFLT Stock Holding History

Chicago Partners Investment Group’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
-14,096
Closed -$431K – 1502
2025
Q4 		$431K Buy
+14,096
New +$346K 0.01% 850

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

Chicago Partners Investment Group's CFLT Position: Q1 2026 in Review

Chicago Partners Investment Group sold out of Confluent (CFLT) in Q1 2026, closing a stake of 14,096 shares — an estimated $431K sold.

Chicago Partners Investment Group first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $431K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Chicago Partners Investment Group reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 14,096 Confluent shares in Q1 2026, an estimated $431K.
  • Chicago Partners Investment Group first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Chicago Partners Investment Group's Confluent position peaked at $431K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.