FAG
CFLT

Fortitude Advisory Group’s Confluent CFLT Stock Holding History

Fortitude Advisory Group’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
2025
Q4 		– Sell
-15,900
Closed -$315K – 221
2025
Q3 		$315K Sell
15,900
-2,711
-15% -$56.7K 0.17% 132
2025
Q2 		$464K Sell
18,611
-409
-2% -$9.22K 0.27% 78
2025
Q1 		$409K Sell
19,020
-14,480
-43% -$419K 0.29% 70
2024
Q4 		$937K Sell
33,500
-13,825
-29% -$371K 0.56% 29
2024
Q3 		$964K Buy
47,325
+11,708
+33% +$262K 0.61% 29
2024
Q2 		$1.05M Buy
35,617
+5,682
+19% +$163K 0.63% 24
2024
Q1 		$914K Buy
29,935
+16,095
+116% +$454K 0.52% 31
2023
Q4 		$324K Buy
+13,840
New +$334K 0.2% 119

Other funds holding CFLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Fortitude Advisory Group's CFLT Position: Q4 2025 in Review

Fortitude Advisory Group sold out of Confluent (CFLT) in Q4 2025, closing a stake of 15,900 shares — an estimated $315K sold.

Fortitude Advisory Group first reported a position in CFLT in Q4 2023 and held it in 8 quarters. The position peaked at $1.05M in Q2 2024. 426 funds tracked by Wall St. Rank hold CFLT as of Q4 2025.

  • Fortitude Advisory Group reported no remaining Confluent position as of Q4 2025 after selling out during the quarter.
  • Fortitude Advisory Group sold 15,900 Confluent shares in Q4 2025, an estimated $315K.
  • Fortitude Advisory Group first reported a position in Confluent in Q4 2023 and held it in 8 quarters.
  • Fortitude Advisory Group's Confluent position peaked at $1.05M in Q2 2024.
  • 426 funds tracked by Wall St. Rank held Confluent as of Q4 2025.

Based on Fortitude Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.