MFG
CFLT

Merit Financial Group’s Confluent CFLT Stock Holding History

Merit 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
-29,977
Closed -$907K – 2127
2025
Q4 		$907K Buy
29,977
+15,309
+104% +$376K 0.01% 997
2025
Q3 		$290K Buy
+14,668
New +$307K ﹤0.01% 1478

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

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

Merit Financial Group sold out of Confluent (CFLT) in Q1 2026, closing a stake of 29,977 shares — an estimated $907K sold.

Merit Financial Group first reported a position in CFLT in Q3 2025 and held it in 2 quarters. The position peaked at $907K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Merit Financial Group reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Merit Financial Group sold 29,977 Confluent shares in Q1 2026, an estimated $907K.
  • Merit Financial Group first reported a position in Confluent in Q3 2025 and held it in 2 quarters.
  • Merit Financial Group's Confluent position peaked at $907K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

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