SFA
CFLT

Sequoia Financial Advisors’s Confluent CFLT Stock Holding History

Sequoia Financial 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
-7,000
Closed -$212K – 1955
2025
Q4 		$212K Buy
+7,000
New +$172K ﹤0.01% 1783

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

Sequoia Financial Advisors's CFLT Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 7,000 shares — an estimated $212K sold.

Sequoia Financial Advisors first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 7,000 Confluent shares in Q1 2026, an estimated $212K.
  • Sequoia Financial Advisors first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Sequoia Financial Advisors's Confluent position peaked at $212K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.