FPAS
CFLT

Focus Partners Advisor Solutions’s Confluent CFLT Stock Holding History

Focus Partners Advisor Solutions’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
-33,587
Closed -$1.02M – 1262
2025
Q4 		$1.02M Buy
33,587
+19,019
+131% +$467K 0.01% 491
2025
Q3 		$327K Buy
+14,568
New +$305K ﹤0.01% 875

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

Focus Partners Advisor Solutions's CFLT Position: Q1 2026 in Review

Focus Partners Advisor Solutions sold out of Confluent (CFLT) in Q1 2026, closing a stake of 33,587 shares — an estimated $1.02M sold.

Focus Partners Advisor Solutions first reported a position in CFLT in Q3 2025 and held it in 2 quarters. The position peaked at $1.02M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Focus Partners Advisor Solutions reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 33,587 Confluent shares in Q1 2026, an estimated $1.02M.
  • Focus Partners Advisor Solutions first reported a position in Confluent in Q3 2025 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's Confluent position peaked at $1.02M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.