EP
CFLT

Essential Partners’s Confluent CFLT Stock Holding History

Essential 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
-20,213
Closed -$611K – 2870
2025
Q4 		$611K Buy
20,213
+6,619
+49% +$162K 0.19% 154
2025
Q3 		$269K Buy
13,594
+13,563
+43,752% +$284K 0.09% 266
2025
Q2 		$773 Buy
+31
New +$699 ﹤0.01% 1573

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 $45.5B AUM 21.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return