SFG
CFLT

Strive Financial Group’s Confluent CFLT Stock Holding History

Strive Financial Group’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
Closed -$30 – 778
2025
Q4 		$30 Buy
+1
New +$25 ﹤0.01% 717

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

Strive Financial Group's CFLT Position: Q1 2026 in Review

Strive Financial Group sold out of Confluent (CFLT) in Q1 2026, closing a stake of 1 share — an estimated $30 sold.

Strive Financial Group first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $30 in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Strive Financial Group reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Strive Financial Group sold 1 Confluent share in Q1 2026, an estimated $30.
  • Strive Financial Group first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Strive Financial Group's Confluent position peaked at $30 in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Strive Financial Group's 13F filing for Q1 2026, filed 15 May 2026.