MPWT
CFLT

MassMutual Private Wealth & Trust’s Confluent CFLT Stock Holding History

MassMutual Private Wealth & Trust’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
-40
Closed -$1.21K – 2409
2025
Q4 		$1.21K Hold
40
– – ﹤0.01% 2107
2025
Q3 		$792 Sell
40
-364
-90% -$7.61K ﹤0.01% 2178
2025
Q2 		$10.1K Buy
404
+107
+36% +$2.41K ﹤0.01% 1357
2025
Q1 		$6.96K Buy
297
+262
+749% +$7.59K ﹤0.01% 1443
2024
Q4 		$979 Buy
+35
New +$938 ﹤0.01% 2025
2024
Q2 		– Sell
-19
Closed -$580 – 2148
2024
Q1 		$580 Buy
+19
New +$536 ﹤0.01% 1833
2023
Q4 		– Sell
-14
Closed -$415 – 1971
2023
Q3 		$415 Hold
14
– – ﹤0.01% 1855
2023
Q2 		$494 Buy
+14
New +$392 ﹤0.01% 1783

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

MassMutual Private Wealth & Trust's CFLT Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of Confluent (CFLT) in Q1 2026, closing a stake of 40 shares — an estimated $1.21K sold.

MassMutual Private Wealth & Trust first reported a position in CFLT in Q2 2023 and held it in 8 quarters. The position peaked at $10.1K in Q2 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • MassMutual Private Wealth & Trust reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 40 Confluent shares in Q1 2026, an estimated $1.21K.
  • MassMutual Private Wealth & Trust first reported a position in Confluent in Q2 2023 and held it in 8 quarters.
  • MassMutual Private Wealth & Trust's Confluent position peaked at $10.1K in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.