CH
CFLT

Cromwell Holdings’s Confluent CFLT Stock Holding History

Cromwell Holdings’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
-47
Closed -$1.42K – 1039
2025
Q4 		$1.42K Hold
47
– – ﹤0.01% 752
2025
Q3 		$931 Buy
47
+5
+12% +$105 ﹤0.01% 846
2025
Q2 		$1.05K Buy
42
+27
+180% +$609 ﹤0.01% 802
2025
Q1 		$352 Buy
+15
New +$434 ﹤0.01% 787

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

Cromwell Holdings's CFLT Position: Q1 2026 in Review

Cromwell Holdings sold out of Confluent (CFLT) in Q1 2026, closing a stake of 47 shares — an estimated $1.42K sold.

Cromwell Holdings first reported a position in CFLT in Q1 2025 and held it in 4 quarters. The position peaked at $1.42K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Cromwell Holdings reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Cromwell Holdings sold 47 Confluent shares in Q1 2026, an estimated $1.42K.
  • Cromwell Holdings first reported a position in Confluent in Q1 2025 and held it in 4 quarters.
  • Cromwell Holdings's Confluent position peaked at $1.42K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Cromwell Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.