PWM
CFLT

Perigon Wealth Management’s Confluent CFLT Stock Holding History

Perigon 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
-10,617
Closed -$321K – 1312
2025
Q4 		$321K Sell
10,617
-158
-1% -$3.88K 0.01% 987
2025
Q3 		$213K Buy
10,775
+866
+9% +$18.1K ﹤0.01% 1133
2025
Q2 		$247K Sell
9,909
-1,426
-13% -$32.1K 0.01% 915
2025
Q1 		$266K Sell
11,335
-117
-1% -$3.39K 0.01% 859
2024
Q4 		$306K Buy
11,452
+91
+0.8% +$2.44K 0.01% 812
2024
Q3 		$232K Sell
11,361
-843
-7% -$18.9K 0.01% 879
2024
Q2 		$360K Sell
12,204
-18,484
-60% -$531K 0.01% 626
2024
Q1 		$937K Buy
30,688
+9,444
+44% +$267K 0.03% 385
2023
Q4 		$497K Buy
+21,244
New +$513K 0.02% 502

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

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

Perigon Wealth Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 10,617 shares — an estimated $321K sold.

Perigon Wealth Management first reported a position in CFLT in Q4 2023 and held it in 9 quarters. The position peaked at $937K in Q1 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Perigon Wealth Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 10,617 Confluent shares in Q1 2026, an estimated $321K.
  • Perigon Wealth Management first reported a position in Confluent in Q4 2023 and held it in 9 quarters.
  • Perigon Wealth Management's Confluent position peaked at $937K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.