TCA
CFLT

Transcend Capital Advisors’s Confluent CFLT Stock Holding History

Transcend Capital 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
-10,706
Closed -$324K – 730
2025
Q4 		$324K Buy
+10,706
New +$263K 0.03% 503

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

Transcend Capital Advisors's CFLT Position: Q1 2026 in Review

Transcend Capital Advisors sold out of Confluent (CFLT) in Q1 2026, closing a stake of 10,706 shares — an estimated $324K sold.

Transcend Capital Advisors first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $324K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Transcend Capital Advisors reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Transcend Capital Advisors sold 10,706 Confluent shares in Q1 2026, an estimated $324K.
  • Transcend Capital Advisors first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Transcend Capital Advisors's Confluent position peaked at $324K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.