SAM
CFLT

Sunstone Asset Management’s Confluent CFLT Stock Holding History

Sunstone Asset Management’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
-45,000
Closed -$240K – 64
2025
Q4 		$240K Buy
+45,000
New +$1.1M 0.23% 51

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

Sunstone Asset Management's CFLT Position: Q1 2026 in Review

Sunstone Asset Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 21,300 shares — an estimated $644K sold.

Sunstone Asset Management first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $644K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Sunstone Asset Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Sunstone Asset Management sold 21,300 Confluent shares in Q1 2026, an estimated $644K.
  • Sunstone Asset Management first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Sunstone Asset Management's Confluent position peaked at $644K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Sunstone Asset Management's 13F filing for Q1 2026, filed 14 May 2026.