Keating Financial Advisory Services’s Confluent CFLT Stock Holding History

Keating Financial Advisory 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	-72	Closed	-$2.18K	–	2583
2025 Q4	$2.18K	Buy	+72	New	+$1.77K	﹤0.01%	1555

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

Keating Financial Advisory Services's CFLT Position: Q1 2026 in Review

Keating Financial Advisory Services sold out of Confluent (CFLT) in Q1 2026, closing a stake of 72 shares — an estimated $2.18K sold.

Keating Financial Advisory Services first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $2.18K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Keating Financial Advisory Services reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Keating Financial Advisory Services sold 72 Confluent shares in Q1 2026, an estimated $2.18K.
Keating Financial Advisory Services first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
Keating Financial Advisory Services's Confluent position peaked at $2.18K in Q4 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.