SAI
CFLT

Savvy Advisors Inc’s Confluent CFLT Stock Holding History

Savvy Advisors Inc’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
-6,668
Closed -$202K – 1149
2025
Q4 		$202K Buy
+6,668
New +$164K 0.01% 955

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

Savvy Advisors Inc's CFLT Position: Q1 2026 in Review

Savvy Advisors Inc sold out of Confluent (CFLT) in Q1 2026, closing a stake of 6,668 shares — an estimated $202K sold.

Savvy Advisors Inc first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Savvy Advisors Inc reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 6,668 Confluent shares in Q1 2026, an estimated $202K.
  • Savvy Advisors Inc first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Savvy Advisors Inc's Confluent position peaked at $202K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.