EPW
CFLT

Evolve Private Wealth’s Confluent CFLT Stock Holding History

Evolve Private Wealth’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
-18,336
Closed -$554K – 1005
2025
Q4 		$554K Buy
+18,336
New +$450K 0.03% 497

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

Evolve Private Wealth's CFLT Position: Q1 2026 in Review

Evolve Private Wealth sold out of Confluent (CFLT) in Q1 2026, closing a stake of 18,336 shares — an estimated $554K sold.

Evolve Private Wealth first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $554K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Evolve Private Wealth reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 18,336 Confluent shares in Q1 2026, an estimated $554K.
  • Evolve Private Wealth first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Evolve Private Wealth's Confluent position peaked at $554K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.