Osaic Holdings
CFLT

Osaic Holdings’s Confluent CFLT Stock Holding History

Osaic Holdings’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
2024
Q4 		– Sell
-2
Closed -$240 – 7434
2024
Q3 		$240 Hold
2
– – ﹤0.01% 7147
2024
Q2 		$1.48K Hold
2
– – ﹤0.01% 6704
2024
Q1 		$1.92K Hold
2
– – ﹤0.01% 6485
2023
Q4 		$1.18K Sell
2
-3
-60% -$72 ﹤0.01% 6700
2023
Q3 		$2.52K Buy
+5
New +$168 ﹤0.01% 6549

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

Osaic Holdings's CFLT Position: Q1 2026 in Review

Osaic Holdings sold out of Confluent (CFLT) in Q1 2026, closing a stake of 19,040 shares — an estimated $576K sold.

Osaic Holdings first reported a position in CFLT in Q2 2021 and held it in 19 quarters. The position peaked at $1.49M in Q2 2023. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Osaic Holdings reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Osaic Holdings sold 19,040 Confluent shares in Q1 2026, an estimated $576K.
  • Osaic Holdings first reported a position in Confluent in Q2 2021 and held it in 19 quarters.
  • Osaic Holdings's Confluent position peaked at $1.49M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.