Focus Partners Wealth
CFLT

Focus Partners Wealth’s Confluent CFLT Stock Holding History

Focus Partners 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
-61,106
Closed -$1.84M – 2684
2025
Q4 		$1.84M Buy
61,106
+29,732
+95% +$730K ﹤0.01% 1361
2025
Q3 		$629K Sell
31,374
-386,944
-92% -$8.09M ﹤0.01% 1506
2025
Q2 		$10.4M Buy
418,318
+8,857
+2% +$200K 0.02% 487
2025
Q1 		$9.6M Buy
409,461
+123,967
+43% +$3.59M 0.02% 484
2024
Q4 		$7.98M Sell
285,494
-739
-0.3% -$19.8K 0.02% 512
2024
Q3 		$5.83M Buy
+286,233
New +$6.41M 0.02% 523

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 Wealth's CFLT Position: Q1 2026 in Review

Focus Partners Wealth sold out of Confluent (CFLT) in Q1 2026, closing a stake of 61,106 shares — an estimated $1.84M sold.

Focus Partners Wealth first reported a position in CFLT in Q3 2024 and held it in 6 quarters. The position peaked at $10.4M in Q2 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Focus Partners Wealth reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 61,106 Confluent shares in Q1 2026, an estimated $1.84M.
  • Focus Partners Wealth first reported a position in Confluent in Q3 2024 and held it in 6 quarters.
  • Focus Partners Wealth's Confluent position peaked at $10.4M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.