WWC
CFLT

Waypoint Wealth Counsel’s Confluent CFLT Stock Holding History

Waypoint Wealth Counsel’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
-8,753
Closed -$265K – 246
2025
Q4 		$265K Buy
+8,753
New +$215K 0.1% 213

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

Waypoint Wealth Counsel's CFLT Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Confluent (CFLT) in Q1 2026, closing a stake of 8,753 shares — an estimated $265K sold.

Waypoint Wealth Counsel first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $265K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 8,753 Confluent shares in Q1 2026, an estimated $265K.
  • Waypoint Wealth Counsel first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Waypoint Wealth Counsel's Confluent position peaked at $265K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.