FC
CFLT

Financial Consulate’s Confluent CFLT Stock Holding History

Financial Consulate’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
-31
Closed -$938 – 1419
2025
Q4 		$938 Hold
31
– – ﹤0.01% 1028
2025
Q3 		$614 Buy
+31
New +$648 ﹤0.01% 948

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

Financial Consulate's CFLT Position: Q1 2026 in Review

Financial Consulate sold out of Confluent (CFLT) in Q1 2026, closing a stake of 31 shares — an estimated $938 sold.

Financial Consulate first reported a position in CFLT in Q3 2025 and held it in 2 quarters. The position peaked at $938 in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Financial Consulate reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Financial Consulate sold 31 Confluent shares in Q1 2026, an estimated $938.
  • Financial Consulate first reported a position in Confluent in Q3 2025 and held it in 2 quarters.
  • Financial Consulate's Confluent position peaked at $938 in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.