SPIA
CFLT

Steward Partners Investment Advisory’s Confluent CFLT Stock Holding History

Steward Partners Investment Advisory’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
-493
Closed -$14.9K – 4451
2025
Q4 		$14.9K Sell
493
-399
-45% -$9.79K ﹤0.01% 3263
2025
Q3 		$17.7K Buy
892
+400
+81% +$8.37K ﹤0.01% 3152
2025
Q2 		$12.3K Buy
492
+250
+103% +$5.63K ﹤0.01% 3123
2025
Q1 		$5.67K Buy
242
+149
+160% +$4.32K ﹤0.01% 3339
2024
Q4 		$2.6K Buy
93
+73
+365% +$1.96K ﹤0.01% 3570
2024
Q3 		$408 Buy
+20
New +$448 ﹤0.01% 3618
2024
Q2 		– Sell
-1,446
Closed -$44.1K – 3622
2024
Q1 		$44.1K Hold
1,446
– – ﹤0.01% 2178
2023
Q4 		$33.8K Buy
1,446
+20
+1% +$483 ﹤0.01% 2141
2023
Q3 		$42.2K Hold
1,426
– – ﹤0.01% 1981
2023
Q2 		$50.4K Hold
1,426
– – ﹤0.01% 1887
2023
Q1 		$34.3K Hold
1,426
– – ﹤0.01% 2024
2022
Q4 		$31.7K Hold
1,426
– – ﹤0.01% 2019
2022
Q3 		$34K Buy
1,426
+227
+19% +$6.12K ﹤0.01% 1967
2022
Q2 		$28K Hold
1,199
– – ﹤0.01% 2073
2022
Q1 		$49K Buy
1,199
+299
+33% +$15.6K ﹤0.01% 1923
2021
Q4 		$69K Hold
900
– – ﹤0.01% 1751
2021
Q3 		$54K Buy
900
+800
+800% +$41.6K ﹤0.01% 1845
2021
Q2 		$5K Buy
+100
New +$4.84K ﹤0.01% 6521

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

Steward Partners Investment Advisory's CFLT Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Confluent (CFLT) in Q1 2026, closing a stake of 493 shares — an estimated $14.9K sold.

Steward Partners Investment Advisory first reported a position in CFLT in Q2 2021 and held it in 18 quarters. The position peaked at $69K in Q4 2021. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 493 Confluent shares in Q1 2026, an estimated $14.9K.
  • Steward Partners Investment Advisory first reported a position in Confluent in Q2 2021 and held it in 18 quarters.
  • Steward Partners Investment Advisory's Confluent position peaked at $69K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.