KFC
CFLT

Klingenstein Fields & Co’s Confluent CFLT Stock Holding History

Klingenstein Fields & Co’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
-9,938
Closed -$301K – 192
2025
Q4 		$301K Buy
+9,938
New +$244K 0.01% 151

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

Klingenstein Fields & Co's CFLT Position: Q1 2026 in Review

Klingenstein Fields & Co sold out of Confluent (CFLT) in Q1 2026, closing a stake of 9,938 shares — an estimated $301K sold.

Klingenstein Fields & Co first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $301K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Klingenstein Fields & Co reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Klingenstein Fields & Co sold 9,938 Confluent shares in Q1 2026, an estimated $301K.
  • Klingenstein Fields & Co first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • Klingenstein Fields & Co's Confluent position peaked at $301K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Klingenstein Fields & Co's 13F filing for Q1 2026, filed 13 May 2026.