Bank of Montreal
CFLT

Bank of Montreal’s Confluent CFLT Stock Holding History

Bank of Montreal’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
-122,712
Closed -$3.71M – 3776
2025
Q4 		$3.71M Buy
122,712
+26,119
+27% +$641K ﹤0.01% 1446
2025
Q3 		$1.91M Sell
96,593
-164,414
-63% -$3.44M ﹤0.01% 1676
2025
Q2 		$6.51M Buy
261,007
+167,928
+180% +$3.78M ﹤0.01% 1152
2025
Q1 		$2.18M Sell
93,079
-63,014
-40% -$1.82M ﹤0.01% 1473
2024
Q4 		$4.36M Sell
156,093
-54,494
-26% -$1.46M ﹤0.01% 1266
2024
Q3 		$4.15M Sell
210,587
-49,755
-19% -$1.11M ﹤0.01% 1406
2024
Q2 		$7.72M Sell
260,342
-7,401
-3% -$213K ﹤0.01% 1110
2024
Q1 		$8.21M Buy
267,743
+83,137
+45% +$2.35M ﹤0.01% 1035
2023
Q4 		$4.48M Sell
184,606
-17,798
-9% -$430K ﹤0.01% 1327
2023
Q3 		$6.52M Sell
202,404
-19,092
-9% -$640K ﹤0.01% 1178
2023
Q2 		$7.83M Buy
221,496
+57,634
+35% +$1.61M ﹤0.01% 1129
2023
Q1 		$3.96M Sell
163,862
-18,161
-10% -$421K ﹤0.01% 1342
2022
Q4 		$4.06M Sell
182,023
-32,372
-15% -$750K ﹤0.01% 1404
2022
Q3 		$5.79K Buy
214,395
+65,021
+44% +$1.75M ﹤0.01% 1274
2022
Q2 		$3.69K Sell
149,374
-594
-0.4% -$16K ﹤0.01% 1581
2022
Q1 		$6.21M Buy
149,968
+145,391
+3,177% +$7.58M ﹤0.01% 1377
2021
Q4 		$355K Buy
+4,577
New +$330K ﹤0.01% 2628

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 Montreal's CFLT Position: Q1 2026 in Review

Bank of Montreal sold out of Confluent (CFLT) in Q1 2026, closing a stake of 122,712 shares — an estimated $3.71M sold.

Bank of Montreal first reported a position in CFLT in Q4 2021 and held it in 17 quarters. The position peaked at $8.21M in Q1 2024. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Bank of Montreal reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 122,712 Confluent shares in Q1 2026, an estimated $3.71M.
  • Bank of Montreal first reported a position in Confluent in Q4 2021 and held it in 17 quarters.
  • Bank of Montreal's Confluent position peaked at $8.21M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

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