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Confluent shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Confluent shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Confluent

Tip: Access up to 7 years of quarterly data

All positions including Confluent held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Confluent by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 57k 30.24
2025-09-30 $847k 43k 19.80
2024-12-31 $226k 8.1k 27.96
2023-09-30 $619k 21k 29.61
2022-06-30 $19k 800 23.75
2022-03-31 $29k 703 41.25
2021-12-31 $40k 520 76.92
2021-09-30 $30k 500 60.00

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Small-cap Etf Etf (VB)
Ishares Core Msci Emerging Market Etf Etf (IEMG)
Vanguard Growth Etf Etf (VUG)
Amazon Stock (AMZN)

View all positions for Captrust Financial Advisors

Top funds holding Confluent

Vanguard Group
State Street Corporation
UBS O'Connor
Soma Equity Partners
Susquehanna International
Omni Event Management
Charles Schwab Investment Management
Northern Trust
Verition Fund Management
Qube Research & Technologies
Gabelli Funds
GAMCO Asset Management
Caption Management
FMR
Adage Capital Partners GP

View all funds holding Confluent