Rakuten Securities’s Confluent CFLT Stock Holding History

Rakuten Securities’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	-104	Closed	-$3.15K	–	900
2025 Q4	$3.15K	Sell	104 -1,151	-92%	-$28.3K	﹤0.01%	575
2025 Q3	$24.8K	Buy	1,255 +525	+72%	+$11K	0.01%	301
2025 Q2	$18.2K	Sell	730 -1,333	-65%	-$30K	0.01%	334
2025 Q1	$48.4K	Sell	2,063 -5,223	-72%	-$151K	0.02%	214
2024 Q4	$204K	Buy	7,286 +3,186	+78%	+$85.4K	0.08%	104
2024 Q3	$83.6K	Sell	4,100 -812	-17%	-$18.2K	0.04%	144
2024 Q2	$145K	Buy	4,912 +4,314	+721%	+$124K	0.06%	107
2024 Q1	$18.3K	Sell	598 -708	-54%	-$20K	0.01%	265
2023 Q4	$30.6K	Buy	+1,306	New	+$31.6K	0.02%	196

Other funds holding CFLT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Rakuten Securities's CFLT Position: Q1 2026 in Review

Rakuten Securities sold out of Confluent (CFLT) in Q1 2026, closing a stake of 104 shares — an estimated $3.15K sold.

Rakuten Securities first reported a position in CFLT in Q4 2023 and held it in 9 quarters. The position peaked at $204K in Q4 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Rakuten Securities reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Rakuten Securities sold 104 Confluent shares in Q1 2026, an estimated $3.15K.
Rakuten Securities first reported a position in Confluent in Q4 2023 and held it in 9 quarters.
Rakuten Securities's Confluent position peaked at $204K in Q4 2024.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.