EP Wealth Advisors’s Confluent CFLT Stock Holding History

EP Wealth 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
2026 Q1	–	Sell	-16,973	Closed	-$513K	–	1511
2025 Q4	$513K	Buy	+16,973	New	+$417K	﹤0.01%	869
2025 Q2	$346K	Sell	13,895 -8	-0.1%	-$180	﹤0.01%	937
2025 Q1	$326K	Sell	13,903 -100	-0.7%	-$2.9K	﹤0.01%	876
2024 Q4	$392K	Sell	14,003 -368	-3%	-$9.87K	﹤0.01%	767
2024 Q3	$293K	Buy	14,371 +503	+4%	+$11.3K	﹤0.01%	873
2024 Q2	$410K	Sell	13,868 -6,826	-33%	-$196K	﹤0.01%	580
2024 Q1	$632K	Sell	20,694 -1,747	-8%	-$49.3K	0.01%	465
2023 Q4	$525K	Buy	+22,441	New	+$542K	0.01%	479

Other funds holding CFLT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

EP Wealth Advisors's CFLT Position: Q1 2026 in Review

EP Wealth Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 16,973 shares — an estimated $513K sold.

EP Wealth Advisors first reported a position in CFLT in Q4 2023 and held it in 8 quarters. The position peaked at $632K in Q1 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

EP Wealth Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 16,973 Confluent shares in Q1 2026, an estimated $513K.
EP Wealth Advisors first reported a position in Confluent in Q4 2023 and held it in 8 quarters.
EP Wealth Advisors's Confluent position peaked at $632K in Q1 2024.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.