TFC Financial Management’s Confluent CFLT Stock Holding History

TFC Financial 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	-27	Closed	-$817	–	1007
2025 Q4	$817	Buy	+27	New	+$663	﹤0.01%	630
2022 Q1	–	Sell	-66	Closed	-$5K	–	539
2021 Q4	$5K	Buy	+66	New	+$4.76K	﹤0.01%	388

Other funds holding CFLT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

TFC Financial Management's CFLT Position: Q1 2026 in Review

TFC Financial Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 27 shares — an estimated $817 sold.

TFC Financial Management first reported a position in CFLT in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

TFC Financial Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
TFC Financial Management sold 27 Confluent shares in Q1 2026, an estimated $817.
TFC Financial Management first reported a position in Confluent in Q4 2021 and held it in 2 quarters.
TFC Financial Management's Confluent position peaked at $5K in Q4 2021.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.