SAM
CFLT

Smartleaf Asset Management’s Confluent CFLT Stock Holding History

Smartleaf Asset Management’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
-455
Closed -$13.7K – 3531
2025
Q4 		$13.7K Buy
455
+419
+1,164% +$10.3K ﹤0.01% 2235
2025
Q3 		$723 Sell
36
-101
-74% -$2.11K ﹤0.01% 2797
2025
Q2 		$3.35K Sell
137
-356
-72% -$8.02K ﹤0.01% 2177
2025
Q1 		$12K Sell
493
-100
-17% -$2.9K ﹤0.01% 1858
2024
Q4 		$16.7K Buy
593
+19
+3% +$509 ﹤0.01% 1746
2024
Q3 		$11.3K Buy
574
+535
+1,372% +$12K ﹤0.01% 1687
2024
Q2 		$1.15K Buy
+39
New +$1.12K ﹤0.01% 2379

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

Smartleaf Asset Management's CFLT Position: Q1 2026 in Review

Smartleaf Asset Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 455 shares — an estimated $13.7K sold.

Smartleaf Asset Management first reported a position in CFLT in Q2 2024 and held it in 7 quarters. The position peaked at $16.7K in Q4 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Smartleaf Asset Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 455 Confluent shares in Q1 2026, an estimated $13.7K.
  • Smartleaf Asset Management first reported a position in Confluent in Q2 2024 and held it in 7 quarters.
  • Smartleaf Asset Management's Confluent position peaked at $16.7K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.