SA
CFLT

Strategic Advocates’s Confluent CFLT Stock Holding History

Strategic Advocates’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
-1,004
Closed -$30.3K – 315
2025
Q4 		$30.3K Sell
1,004
-2
-0.2% -$49 0.01% 248
2025
Q3 		$19.9K Buy
+1,006
New +$21K 0.01% 287

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

Strategic Advocates's CFLT Position: Q1 2026 in Review

Strategic Advocates sold out of Confluent (CFLT) in Q1 2026, closing a stake of 1,004 shares — an estimated $30.3K sold.

Strategic Advocates first reported a position in CFLT in Q3 2025 and held it in 2 quarters. The position peaked at $30.3K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Strategic Advocates reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 1,004 Confluent shares in Q1 2026, an estimated $30.3K.
  • Strategic Advocates first reported a position in Confluent in Q3 2025 and held it in 2 quarters.
  • Strategic Advocates's Confluent position peaked at $30.3K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.