Nisa Investment Advisors
CFLT

Nisa Investment Advisors’s Confluent CFLT Stock Holding History

Nisa Investment 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
-322
Closed -$9.74K – 3055
2025
Q4 		$9.74K Buy
322
+22
+7% +$540 ﹤0.01% 2237
2025
Q3 		$5.94K Buy
+300
New +$6.27K ﹤0.01% 2405

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

Nisa Investment Advisors's CFLT Position: Q1 2026 in Review

Nisa Investment Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 322 shares — an estimated $9.74K sold.

Nisa Investment Advisors first reported a position in CFLT in Q3 2025 and held it in 2 quarters. The position peaked at $9.74K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Nisa Investment Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Nisa Investment Advisors sold 322 Confluent shares in Q1 2026, an estimated $9.74K.
  • Nisa Investment Advisors first reported a position in Confluent in Q3 2025 and held it in 2 quarters.
  • Nisa Investment Advisors's Confluent position peaked at $9.74K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.