SA
CFLT

Sanctuary Advisors’s Confluent CFLT Stock Holding History

Sanctuary Advisors’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
-22,402
Closed -$677K – 2545
2025
Q4 		$677K Buy
22,402
+1,885
+9% +$46.3K ﹤0.01% 1542
2025
Q3 		$406K Buy
20,517
+1,630
+9% +$34.1K ﹤0.01% 1819
2025
Q2 		$471K Sell
18,887
-11,616
-38% -$262K ﹤0.01% 1668
2025
Q1 		$715K Buy
30,503
+4,593
+18% +$133K 0.01% 1294
2024
Q4 		$764K Buy
25,910
+7,085
+38% +$190K ﹤0.01% 1415
2024
Q3 		$593K Buy
18,825
+3,298
+21% +$73.8K ﹤0.01% 1592
2024
Q2 		$462K Buy
+15,527
New +$446K ﹤0.01% 1694

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

Sanctuary Advisors's CFLT Position: Q1 2026 in Review

Sanctuary Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 22,402 shares — an estimated $677K sold.

Sanctuary Advisors first reported a position in CFLT in Q2 2024 and held it in 7 quarters. The position peaked at $764K in Q4 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Sanctuary Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Sanctuary Advisors sold 22,402 Confluent shares in Q1 2026, an estimated $677K.
  • Sanctuary Advisors first reported a position in Confluent in Q2 2024 and held it in 7 quarters.
  • Sanctuary Advisors's Confluent position peaked at $764K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.