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 $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 $20.6B AUM 34.61% 1-Year Est. Return

Essential Partners's CFLT Position: Q1 2026 in Review

Essential Partners sold out of Confluent (CFLT) in Q1 2026, closing a stake of 20,213 shares — an estimated $611K sold.

Essential Partners first reported a position in CFLT in Q2 2025 and held it in 3 quarters. The position peaked at $611K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Essential Partners reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Essential Partners sold 20,213 Confluent shares in Q1 2026, an estimated $611K.
  • Essential Partners first reported a position in Confluent in Q2 2025 and held it in 3 quarters.
  • Essential Partners's Confluent position peaked at $611K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Essential Partners's 13F filing for Q1 2026, filed 21 May 2026.