LFG
CFLT

Larson Financial Group’s Confluent CFLT Stock Holding History

Larson Financial Group’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
-482
Closed -$14.6K – 3660
2025
Q4 		$14.6K Buy
482
+78
+19% +$1.92K ﹤0.01% 1904
2025
Q3 		$8K Sell
404
-1,385
-77% -$29K ﹤0.01% 2126
2025
Q2 		$44.6K Buy
1,789
+1,726
+2,740% +$38.9K ﹤0.01% 1114
2025
Q1 		$1.48K Buy
63
+45
+250% +$1.3K ﹤0.01% 2268
2024
Q4 		$503 Sell
18
-61
-77% -$1.64K ﹤0.01% 2196
2024
Q3 		$1.61K Buy
+79
New +$1.77K ﹤0.01% 1895

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

Larson Financial Group's CFLT Position: Q1 2026 in Review

Larson Financial Group sold out of Confluent (CFLT) in Q1 2026, closing a stake of 482 shares — an estimated $14.6K sold.

Larson Financial Group first reported a position in CFLT in Q3 2024 and held it in 6 quarters. The position peaked at $44.6K in Q2 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Larson Financial Group reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 482 Confluent shares in Q1 2026, an estimated $14.6K.
  • Larson Financial Group first reported a position in Confluent in Q3 2024 and held it in 6 quarters.
  • Larson Financial Group's Confluent position peaked at $44.6K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.