SS
CFLT

Sunbelt Securities’s Confluent CFLT Stock Holding History

Sunbelt Securities’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
-218
Closed -$6.59K – 2974
2025
Q4 		$6.59K Buy
218
+12
+6% +$295 ﹤0.01% 1549
2025
Q3 		$4.08K Buy
206
+89
+76% +$1.86K ﹤0.01% 1683
2025
Q2 		$3.27K Hold
117
– – ﹤0.01% 1526
2025
Q1 		$2.74K Hold
117
– – ﹤0.01% 1527
2024
Q4 		$3.3K Hold
117
– – ﹤0.01% 1526
2024
Q3 		$2.38K Buy
+117
New +$2.62K ﹤0.01% 1589
2023
Q2 		– Sell
-40
Closed -$909 – 1701
2023
Q1 		$909 Buy
+40
New +$928 ﹤0.01% 1503

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

Sunbelt Securities's CFLT Position: Q1 2026 in Review

Sunbelt Securities sold out of Confluent (CFLT) in Q1 2026, closing a stake of 218 shares — an estimated $6.59K sold.

Sunbelt Securities first reported a position in CFLT in Q1 2023 and held it in 7 quarters. The position peaked at $6.59K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Sunbelt Securities reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Sunbelt Securities sold 218 Confluent shares in Q1 2026, an estimated $6.59K.
  • Sunbelt Securities first reported a position in Confluent in Q1 2023 and held it in 7 quarters.
  • Sunbelt Securities's Confluent position peaked at $6.59K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.