MCM
CFLT

MAI Capital Management’s Confluent CFLT Stock Holding History

MAI Capital Management’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
-677
Closed -$20.5K – 5039
2025
Q4 		$20.5K Buy
677
+665
+5,542% +$16.3K ﹤0.01% 2503
2025
Q3 		$238 Hold
12
– – ﹤0.01% 3695
2025
Q2 		$300 Buy
+12
New +$270 ﹤0.01% 3827

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

MAI Capital Management's CFLT Position: Q1 2026 in Review

MAI Capital Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 677 shares — an estimated $20.5K sold.

MAI Capital Management first reported a position in CFLT in Q2 2025 and held it in 3 quarters. The position peaked at $20.5K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • MAI Capital Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • MAI Capital Management sold 677 Confluent shares in Q1 2026, an estimated $20.5K.
  • MAI Capital Management first reported a position in Confluent in Q2 2025 and held it in 3 quarters.
  • MAI Capital Management's Confluent position peaked at $20.5K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

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