MWM
CFLT

Mission Wealth Management’s Confluent CFLT Stock Holding History

Mission Wealth 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
-6,994
Closed -$211K – 733
2025
Q4 		$211K Buy
+6,994
New +$172K ﹤0.01% 687

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

Mission Wealth Management's CFLT Position: Q1 2026 in Review

Mission Wealth Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 6,994 shares — an estimated $211K sold.

Mission Wealth Management first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Mission Wealth Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Mission Wealth Management sold 6,994 Confluent shares in Q1 2026, an estimated $211K.
  • Mission Wealth Management first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Mission Wealth Management's Confluent position peaked at $211K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.