CRC
CFLT

Curi RMB Capital’s Confluent CFLT Stock Holding History

Curi RMB Capital’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
-11,420
Closed -$345K – 885
2025
Q4 		$345K Buy
+11,420
New +$280K 0.01% 712

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

Curi RMB Capital's CFLT Position: Q1 2026 in Review

Curi RMB Capital sold out of Confluent (CFLT) in Q1 2026, closing a stake of 11,420 shares — an estimated $345K sold.

Curi RMB Capital first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $345K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Curi RMB Capital reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Curi RMB Capital sold 11,420 Confluent shares in Q1 2026, an estimated $345K.
  • Curi RMB Capital first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Curi RMB Capital's Confluent position peaked at $345K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.