LPL Financial
CFLT

LPL Financial’s Confluent CFLT Stock Holding History

LPL 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
-25,319
Closed -$766K – 6007
2025
Q4 		$766K Sell
25,319
-9,185
-27% -$225K ﹤0.01% 4340
2025
Q3 		$683K Sell
34,504
-9,661
-22% -$202K ﹤0.01% 4367
2025
Q2 		$1.1M Sell
44,165
-13,338
-23% -$301K ﹤0.01% 3668
2025
Q1 		$1.35M Sell
57,503
-9,223
-14% -$267K ﹤0.01% 3297
2024
Q4 		$1.87M Buy
66,726
+20,300
+44% +$544K ﹤0.01% 2925
2024
Q3 		$946K Sell
46,426
-29,766
-39% -$666K ﹤0.01% 3456
2024
Q2 		$2.25M Buy
76,192
+14,153
+23% +$407K ﹤0.01% 2501
2024
Q1 		$1.89M Buy
62,039
+10,966
+21% +$310K ﹤0.01% 2576
2023
Q4 		$1.2M Sell
51,073
-1,241
-2% -$30K ﹤0.01% 2892
2023
Q3 		$1.55M Buy
52,314
+12,107
+30% +$406K ﹤0.01% 2532
2023
Q2 		$1.42M Buy
40,207
+23,792
+145% +$666K ﹤0.01% 2558
2023
Q1 		$395K Buy
16,415
+7,327
+81% +$170K ﹤0.01% 3523
2022
Q4 		$202K Buy
9,088
+207
+2% +$4.8K ﹤0.01% 3976
2022
Q3 		$211K Buy
+8,881
New +$239K ﹤0.01% 3886

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

LPL Financial's CFLT Position: Q1 2026 in Review

LPL Financial sold out of Confluent (CFLT) in Q1 2026, closing a stake of 25,319 shares — an estimated $766K sold.

LPL Financial first reported a position in CFLT in Q3 2022 and held it in 14 quarters. The position peaked at $2.25M in Q2 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • LPL Financial reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • LPL Financial sold 25,319 Confluent shares in Q1 2026, an estimated $766K.
  • LPL Financial first reported a position in Confluent in Q3 2022 and held it in 14 quarters.
  • LPL Financial's Confluent position peaked at $2.25M in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.