Root Financial Partners’s Confluent CFLT Stock Holding History

Root Financial Partners’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	-56	Closed	-$1.69K	–	3484
2025 Q4	$1.69K	Hold	56	–	–	﹤0.01%	2014
2025 Q3	$1.11K	Buy	+56	New	+$1.17K	﹤0.01%	2038

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

Root Financial Partners's CFLT Position: Q1 2026 in Review

Root Financial Partners sold out of Confluent (CFLT) in Q1 2026, closing a stake of 56 shares — an estimated $1.69K sold.

Root Financial Partners first reported a position in CFLT in Q3 2025 and held it in 2 quarters. The position peaked at $1.69K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Root Financial Partners reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Root Financial Partners sold 56 Confluent shares in Q1 2026, an estimated $1.69K.
Root Financial Partners first reported a position in Confluent in Q3 2025 and held it in 2 quarters.
Root Financial Partners's Confluent position peaked at $1.69K in Q4 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.