HWM
CFLT

HB Wealth Management’s Confluent CFLT Stock Holding History

HB Wealth 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
-7,924
Closed -$240K – 1556
2025
Q4 		$240K Buy
+7,924
New +$195K ﹤0.01% 1254

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

HB Wealth Management's CFLT Position: Q1 2026 in Review

HB Wealth Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 7,924 shares — an estimated $240K sold.

HB Wealth Management first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $240K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • HB Wealth Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • HB Wealth Management sold 7,924 Confluent shares in Q1 2026, an estimated $240K.
  • HB Wealth Management first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • HB Wealth Management's Confluent position peaked at $240K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.