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
2025
Q4 		– Sell
-122,300
Closed -$2.42M – 3630
2025
Q3 		$2.42M Buy
+122,300
New +$2.56M ﹤0.01% 1569
2025
Q2 		– Sell
-110,000
Closed -$2.58M – 3538
2025
Q1 		$2.58M Buy
+110,000
New +$3.19M ﹤0.01% 1415

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.