SC
CFLT

Savant Capital’s Confluent CFLT Stock Holding History

Savant Capital’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
-376,268
Closed -$11.4M – 1513
2025
Q4 		$11.4M Buy
376,268
+467
+0.1% +$11.5K 0.06% 157
2025
Q3 		$7.44M Sell
375,801
-750
-0.2% -$15.7K 0.05% 192
2025
Q2 		$9.39M Buy
376,551
+245
+0.1% +$5.52K 0.07% 157
2025
Q1 		$8.82M Sell
376,306
-3,065
-0.8% -$88.8K 0.07% 152
2024
Q4 		$10.6M Buy
+379,371
New +$10.2M 0.08% 151

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

Savant Capital's CFLT Position: Q1 2026 in Review

Savant Capital sold out of Confluent (CFLT) in Q1 2026, closing a stake of 376,268 shares — an estimated $11.4M sold.

Savant Capital first reported a position in CFLT in Q4 2024 and held it in 5 quarters. The position peaked at $11.4M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Savant Capital reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Savant Capital sold 376,268 Confluent shares in Q1 2026, an estimated $11.4M.
  • Savant Capital first reported a position in Confluent in Q4 2024 and held it in 5 quarters.
  • Savant Capital's Confluent position peaked at $11.4M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.