Bank of America
CFLT

Bank of America’s Confluent CFLT Stock Holding History

Bank of America’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
2025
Q3 		– Sell
-400
Closed -$9.97K – 8342
2025
Q2 		$9.97K Hold
400
– – ﹤0.01% 7194
2025
Q1 		$9.38K Hold
400
– – ﹤0.01% 7126
2024
Q4 		$11.2K Sell
400
-80,800
-100% -$2.17M ﹤0.01% 6952
2024
Q3 		$1.65M Sell
81,200
-149,300
-65% -$3.34M ﹤0.01% 4705
2024
Q2 		$6.81M Buy
230,500
+70,700
+44% +$2.03M ﹤0.01% 3325
2024
Q1 		$4.88M Buy
159,800
+50,500
+46% +$1.43M ﹤0.01% 3631
2023
Q4 		$2.56M Buy
+109,300
New +$2.64M ﹤0.01% 4164
2023
Q1 		– Sell
-171,200
Closed -$3.81M – 7844
2022
Q4 		$3.81M Buy
171,200
+67,200
+65% +$1.56M ﹤0.01% 3652
2022
Q3 		$2.47M Buy
+104,000
New +$2.8M ﹤0.01% 4077
2022
Q2 		– Sell
-22,100
Closed -$906K – 8048
2022
Q1 		$906K Buy
+22,100
New +$1.15M ﹤0.01% 5369

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

Bank of America's CFLT Position: Q1 2026 in Review

Bank of America sold out of Confluent (CFLT) in Q1 2026, closing a stake of 1,742,840 shares — an estimated $52.7M sold.

Bank of America first reported a position in CFLT in Q2 2021 and held it in 19 quarters. The position peaked at $54.7M in Q2 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Bank of America reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 1,742,840 Confluent shares in Q1 2026, an estimated $52.7M.
  • Bank of America first reported a position in Confluent in Q2 2021 and held it in 19 quarters.
  • Bank of America's Confluent position peaked at $54.7M in Q2 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.