VFM
CFLT

Vision Financial Markets’s Confluent CFLT Stock Holding History

Vision Financial Markets’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
-8
Closed -$242 – 428
2025
Q4 		$242 Hold
8
– – ﹤0.01% 379
2025
Q3 		$159 Hold
8
– – ﹤0.01% 414
2025
Q2 		$200 Hold
8
– – ﹤0.01% 408
2025
Q1 		$188 Buy
+8
New +$232 ﹤0.01% 397

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

Vision Financial Markets's CFLT Position: Q1 2026 in Review

Vision Financial Markets sold out of Confluent (CFLT) in Q1 2026, closing a stake of 8 shares — an estimated $242 sold.

Vision Financial Markets first reported a position in CFLT in Q1 2025 and held it in 4 quarters. The position peaked at $242 in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Vision Financial Markets reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Vision Financial Markets sold 8 Confluent shares in Q1 2026, an estimated $242.
  • Vision Financial Markets first reported a position in Confluent in Q1 2025 and held it in 4 quarters.
  • Vision Financial Markets's Confluent position peaked at $242 in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Vision Financial Markets's 13F filing for Q1 2026, filed 24 Apr 2026.