EWA
CFLT

EverSource Wealth Advisors’s Confluent CFLT Stock Holding History

EverSource 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
-11,451
Closed -$346K – 4408
2025
Q4 		$346K Buy
11,451
+4,778
+72% +$117K 0.01% 694
2025
Q3 		$132K Buy
6,673
+5,904
+768% +$123K 0.01% 1121
2025
Q2 		$19.2K Buy
769
+378
+97% +$8.52K ﹤0.01% 2327
2025
Q1 		$9.16K Sell
391
-406
-51% -$11.8K ﹤0.01% 2157
2024
Q4 		$22.3K Buy
797
+515
+183% +$13.8K ﹤0.01% 1564
2024
Q3 		$5.75K Buy
282
+249
+755% +$5.58K ﹤0.01% 2173
2024
Q2 		$825 Buy
33
+12
+57% +$345 ﹤0.01% 2778
2024
Q1 		$591 Buy
21
+6
+40% +$169 ﹤0.01% 2676
2023
Q4 		$351 Hold
15
– – ﹤0.01% 2568
2023
Q3 		$444 Hold
15
– – ﹤0.01% 2401
2023
Q2 		$530 Buy
+15
New +$420 ﹤0.01% 2345

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

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

EverSource Wealth Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 11,451 shares — an estimated $346K sold.

EverSource Wealth Advisors first reported a position in CFLT in Q2 2023 and held it in 11 quarters. The position peaked at $346K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 11,451 Confluent shares in Q1 2026, an estimated $346K.
  • EverSource Wealth Advisors first reported a position in Confluent in Q2 2023 and held it in 11 quarters.
  • EverSource Wealth Advisors's Confluent position peaked at $346K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

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