Baird Financial Group
CFLT

Baird Financial Group’s Confluent CFLT Stock Holding History

Baird Financial Group’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
-18,217
Closed -$551K – 1844
2025
Q4 		$551K Buy
18,217
+2,633
+17% +$64.6K ﹤0.01% 1440
2025
Q3 		$309K Buy
15,584
+713
+5% +$14.9K ﹤0.01% 1626
2025
Q2 		$371K Hold
14,871
– – ﹤0.01% 1519
2025
Q1 		$349K Sell
14,871
-15
-0.1% -$434 ﹤0.01% 1510
2024
Q4 		$416K Sell
14,886
-2,065
-12% -$55.4K ﹤0.01% 1445
2024
Q3 		$345K Buy
+16,951
New +$380K ﹤0.01% 1502

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

Baird Financial Group's CFLT Position: Q1 2026 in Review

Baird Financial Group sold out of Confluent (CFLT) in Q1 2026, closing a stake of 18,217 shares — an estimated $551K sold.

Baird Financial Group first reported a position in CFLT in Q3 2024 and held it in 6 quarters. The position peaked at $551K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Baird Financial Group reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 18,217 Confluent shares in Q1 2026, an estimated $551K.
  • Baird Financial Group first reported a position in Confluent in Q3 2024 and held it in 6 quarters.
  • Baird Financial Group's Confluent position peaked at $551K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.