AB
CFLT

Amalgamated Bank’s Confluent CFLT Stock Holding History

Amalgamated Bank’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
-23,408
Closed -$708K – 1852
2025
Q4 		$708K Buy
23,408
+1,514
+7% +$37.2K 0.01% 1193
2025
Q3 		$434K Buy
21,894
+1,981
+10% +$41.4K ﹤0.01% 1362
2025
Q2 		$496K Buy
19,913
+2,918
+17% +$65.8K ﹤0.01% 1285
2025
Q1 		$398K Buy
16,995
+566
+3% +$16.4K ﹤0.01% 1330
2024
Q4 		$459K Buy
16,429
+174
+1% +$4.67K ﹤0.01% 1325
2024
Q3 		$331K Sell
16,255
-79
-0.5% -$1.77K ﹤0.01% 1445
2024
Q2 		$482K Buy
16,334
+3,727
+30% +$107K ﹤0.01% 1302
2024
Q1 		$385K Sell
12,607
-25,239
-67% -$712K ﹤0.01% 1409
2023
Q4 		$886K Sell
37,846
-3,423
-8% -$82.7K 0.01% 1218
2023
Q3 		$1.22M Buy
41,269
+3,692
+10% +$124K 0.01% 1046
2023
Q2 		$1.33M Buy
37,577
+11,648
+45% +$326K 0.01% 1021
2023
Q1 		$624K Sell
25,929
-2,797
-10% -$64.9K 0.01% 1331
2022
Q4 		$639K Buy
28,726
+541
+2% +$12.5K 0.01% 1351
2022
Q3 		$670K Buy
28,185
+481
+2% +$13K 0.01% 1280
2022
Q2 		$644K Buy
+27,704
New +$746K 0.01% 1343

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

Amalgamated Bank's CFLT Position: Q1 2026 in Review

Amalgamated Bank sold out of Confluent (CFLT) in Q1 2026, closing a stake of 23,408 shares — an estimated $708K sold.

Amalgamated Bank first reported a position in CFLT in Q2 2022 and held it in 15 quarters. The position peaked at $1.33M in Q2 2023. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Amalgamated Bank reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 23,408 Confluent shares in Q1 2026, an estimated $708K.
  • Amalgamated Bank first reported a position in Confluent in Q2 2022 and held it in 15 quarters.
  • Amalgamated Bank's Confluent position peaked at $1.33M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.