CWP
CFLT

Concord Wealth Partners’s Confluent CFLT Stock Holding History

Concord Wealth 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
-2
Closed -$60 – 290
2025
Q4 		$60 Hold
2
– – ﹤0.01% 826
2025
Q3 		$40 Hold
2
– – ﹤0.01% 817
2025
Q2 		$50 Buy
+2
New +$45 ﹤0.01% 843

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

Concord Wealth Partners's CFLT Position: Q1 2026 in Review

Concord Wealth Partners sold out of Confluent (CFLT) in Q1 2026, closing a stake of 2 shares — an estimated $60 sold.

Concord Wealth Partners first reported a position in CFLT in Q2 2025 and held it in 3 quarters. The position peaked at $60 in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Concord Wealth Partners reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 2 Confluent shares in Q1 2026, an estimated $60.
  • Concord Wealth Partners first reported a position in Confluent in Q2 2025 and held it in 3 quarters.
  • Concord Wealth Partners's Confluent position peaked at $60 in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.