NSIM
CFLT

North Star Investment Management’s Confluent CFLT Stock Holding History

North Star Investment 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
-29
Closed -$877 – 1718
2025
Q4 		$877 Hold
29
– – ﹤0.01% 1409
2025
Q3 		$574 Buy
+29
New +$607 ﹤0.01% 1213

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

North Star Investment Management's CFLT Position: Q1 2026 in Review

North Star Investment Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 29 shares — an estimated $877 sold.

North Star Investment Management first reported a position in CFLT in Q3 2025 and held it in 2 quarters. The position peaked at $877 in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • North Star Investment Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • North Star Investment Management sold 29 Confluent shares in Q1 2026, an estimated $877.
  • North Star Investment Management first reported a position in Confluent in Q3 2025 and held it in 2 quarters.
  • North Star Investment Management's Confluent position peaked at $877 in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.