PPW
CFLT

Parcion Private Wealth’s Confluent CFLT Stock Holding History

Parcion Private Wealth’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
-10,553
Closed -$319K – 446
2025
Q4 		$319K Buy
+10,553
New +$259K 0.02% 316

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

Parcion Private Wealth's CFLT Position: Q1 2026 in Review

Parcion Private Wealth sold out of Confluent (CFLT) in Q1 2026, closing a stake of 10,553 shares — an estimated $319K sold.

Parcion Private Wealth first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $319K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Parcion Private Wealth reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Parcion Private Wealth sold 10,553 Confluent shares in Q1 2026, an estimated $319K.
  • Parcion Private Wealth first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Parcion Private Wealth's Confluent position peaked at $319K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.