Hughes Financial Services’s Confluent CFLT Stock Holding History

Hughes Financial Services’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	-26	Closed	-$786	–	1730
2025 Q4	$786	Hold	26	–	–	﹤0.01%	789
2025 Q3	$612	Hold	26	–	–	﹤0.01%	866
2025 Q2	$448	Sell	26 -17	-40%	-$383	﹤0.01%	1005
2025 Q1	$1.01K	Buy	+43	New	+$1.25K	﹤0.01%	693

Other funds holding CFLT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Hughes Financial Services's CFLT Position: Q1 2026 in Review

Hughes Financial Services sold out of Confluent (CFLT) in Q1 2026, closing a stake of 26 shares — an estimated $786 sold.

Hughes Financial Services first reported a position in CFLT in Q1 2025 and held it in 4 quarters. The position peaked at $1.01K in Q1 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Hughes Financial Services reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Hughes Financial Services sold 26 Confluent shares in Q1 2026, an estimated $786.
Hughes Financial Services first reported a position in Confluent in Q1 2025 and held it in 4 quarters.
Hughes Financial Services's Confluent position peaked at $1.01K in Q1 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Hughes Financial Services's 13F filing for Q1 2026, filed 29 Apr 2026.