KF
CFLT

Krilogy Financial’s Confluent CFLT Stock Holding History

Krilogy Financial’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
-29,590
Closed -$903K – 994
2025
Q4 		$903K Buy
29,590
+14,101
+91% +$346K 0.03% 373
2025
Q3 		$349K Buy
+15,489
New +$324K 0.01% 636

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

Krilogy Financial's CFLT Position: Q1 2026 in Review

Krilogy Financial sold out of Confluent (CFLT) in Q1 2026, closing a stake of 29,590 shares — an estimated $903K sold.

Krilogy Financial first reported a position in CFLT in Q3 2025 and held it in 2 quarters. The position peaked at $903K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Krilogy Financial reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Krilogy Financial sold 29,590 Confluent shares in Q1 2026, an estimated $903K.
  • Krilogy Financial first reported a position in Confluent in Q3 2025 and held it in 2 quarters.
  • Krilogy Financial's Confluent position peaked at $903K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.