MAM
CFLT

Marquette Asset Management’s Confluent CFLT Stock Holding History

Marquette Asset Management’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
-141
Closed -$4.26K – 813
2025
Q4 		$4.26K Buy
141
+80
+131% +$1.96K ﹤0.01% 352
2025
Q3 		$1.21K Buy
+61
New +$1.28K ﹤0.01% 683

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

Marquette Asset Management's CFLT Position: Q1 2026 in Review

Marquette Asset Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 141 shares — an estimated $4.26K sold.

Marquette Asset Management first reported a position in CFLT in Q3 2025 and held it in 2 quarters. The position peaked at $4.26K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Marquette Asset Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Marquette Asset Management sold 141 Confluent shares in Q1 2026, an estimated $4.26K.
  • Marquette Asset Management first reported a position in Confluent in Q3 2025 and held it in 2 quarters.
  • Marquette Asset Management's Confluent position peaked at $4.26K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Marquette Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.