FAM
CFLT

Fulcrum Asset Management’s Confluent CFLT Stock Holding History

Fulcrum Asset Management’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
-1,740
Closed -$52.4K – 222
2025
Q4 		$52.4K Hold
1,740
– – 0.01% 157
2025
Q3 		$34.5K Sell
1,740
-10,502
-86% -$220K 0.01% 161
2025
Q2 		$305K Buy
+12,242
New +$276K 0.09% 120

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

Fulcrum Asset Management's CFLT Position: Q1 2026 in Review

Fulcrum Asset Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 1,740 shares — an estimated $52.4K sold.

Fulcrum Asset Management first reported a position in CFLT in Q2 2025 and held it in 3 quarters. The position peaked at $305K in Q2 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Fulcrum Asset Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Fulcrum Asset Management sold 1,740 Confluent shares in Q1 2026, an estimated $52.4K.
  • Fulcrum Asset Management first reported a position in Confluent in Q2 2025 and held it in 3 quarters.
  • Fulcrum Asset Management's Confluent position peaked at $305K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.