STA
CFLT

Summit Trail Advisors’s Confluent CFLT Stock Holding History

Summit Trail 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
-16,425
Closed -$497K – 1454
2025
Q4 		$497K Sell
16,425
-1,863
-10% -$45.7K 0.01% 1074
2025
Q3 		$362K Buy
+18,288
New +$382K 0.01% 1159

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

Summit Trail Advisors's CFLT Position: Q1 2026 in Review

Summit Trail Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 16,425 shares — an estimated $497K sold.

Summit Trail Advisors first reported a position in CFLT in Q3 2025 and held it in 2 quarters. The position peaked at $497K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Summit Trail Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 16,425 Confluent shares in Q1 2026, an estimated $497K.
  • Summit Trail Advisors first reported a position in Confluent in Q3 2025 and held it in 2 quarters.
  • Summit Trail Advisors's Confluent position peaked at $497K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.