Mercer Global Advisors
CFLT

Mercer Global Advisors’s Confluent CFLT Stock Holding History

Mercer Global Advisors’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
-1,289,720
Closed -$39M – 3234
2025
Q4 		$39M Buy
1,289,720
+1,229,696
+2,049% +$30.2M 0.06% 201
2025
Q3 		$1.19M Buy
+60,024
New +$1.26M ﹤0.01% 1288
2024
Q3 		– Sell
-7,470
Closed -$221K – 1969
2024
Q2 		$221K Sell
7,470
-2,777
-27% -$79.8K ﹤0.01% 1740
2024
Q1 		$313K Buy
+10,247
New +$289K ﹤0.01% 1537

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

Mercer Global Advisors's CFLT Position: Q1 2026 in Review

Mercer Global Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 1,289,720 shares — an estimated $39M sold.

Mercer Global Advisors first reported a position in CFLT in Q1 2024 and held it in 4 quarters. The position peaked at $39M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Mercer Global Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 1,289,720 Confluent shares in Q1 2026, an estimated $39M.
  • Mercer Global Advisors first reported a position in Confluent in Q1 2024 and held it in 4 quarters.
  • Mercer Global Advisors's Confluent position peaked at $39M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.