SS
CFLT

SBI Securities’s Confluent CFLT Stock Holding History

SBI 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
-465
Closed -$14.1K – 4046
2025
Q4 		$14.1K Sell
465
-290
-38% -$7.12K ﹤0.01% 1577
2025
Q3 		$14.9K Sell
755
-819
-52% -$17.1K ﹤0.01% 1574
2025
Q2 		$39.2K Sell
1,574
-839
-35% -$18.9K ﹤0.01% 1139
2025
Q1 		$56.6K Buy
2,413
+287
+13% +$8.31K ﹤0.01% 933
2024
Q4 		$59.4K Buy
+2,126
New +$57K ﹤0.01% 924

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

SBI Securities's CFLT Position: Q1 2026 in Review

SBI Securities sold out of Confluent (CFLT) in Q1 2026, closing a stake of 465 shares — an estimated $14.1K sold.

SBI Securities first reported a position in CFLT in Q4 2024 and held it in 5 quarters. The position peaked at $59.4K in Q4 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • SBI Securities reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • SBI Securities sold 465 Confluent shares in Q1 2026, an estimated $14.1K.
  • SBI Securities first reported a position in Confluent in Q4 2024 and held it in 5 quarters.
  • SBI Securities's Confluent position peaked at $59.4K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.