Clark Financial Services Group’s Confluent CFLT Stock Holding History

Clark Financial Services 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
2025 Q1	–	Sell	-14,466	Closed	-$405K	–	98
2024 Q4	$405K	Buy	+14,466	New	+$388K	0.31%	39
2024 Q3	–	Sell	-8,117	Closed	-$239K	–	78
2024 Q2	$239K	Sell	8,117 -175	-2%	-$5.03K	0.25%	53
2024 Q1	$253K	Buy	+8,292	New	+$234K	0.3%	46
2023 Q4	–	Sell	-8,484	Closed	-$251K	–	60
2023 Q3	$251K	Sell	8,484 -141	-2%	-$4.72K	0.34%	44
2023 Q2	$305K	Buy	8,625 +17	+0.2%	+$476	0.41%	41
2023 Q1	$207K	Buy	+8,608	New	+$200K	0.31%	53
2022 Q4	–	Sell	-8,529	Closed	-$203K	–	58
2022 Q3	$203K	Buy	+8,529	New	+$230K	0.21%	55

Other funds holding CFLT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clark Financial Services Group's CFLT Position: Q1 2025 in Review

Clark Financial Services Group sold out of Confluent (CFLT) in Q1 2025, closing a stake of 14,466 shares — an estimated $405K sold.

Clark Financial Services Group first reported a position in CFLT in Q3 2022 and held it in 7 quarters. The position peaked at $405K in Q4 2024. 400 funds tracked by Wall St. Rank hold CFLT as of Q1 2025.

Clark Financial Services Group reported no remaining Confluent position as of Q1 2025 after selling out during the quarter.
Clark Financial Services Group sold 14,466 Confluent shares in Q1 2025, an estimated $405K.
Clark Financial Services Group first reported a position in Confluent in Q3 2022 and held it in 7 quarters.
Clark Financial Services Group's Confluent position peaked at $405K in Q4 2024.
400 funds tracked by Wall St. Rank held Confluent as of Q1 2025.

Based on Clark Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.