Mendota Financial Group’s Confluent CFLT Stock Holding History

Mendota Financial 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	-4	Closed	-$112	–	149
2024 Q4	$112	Buy	+4	New	+$107	﹤0.01%	365

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

Mendota Financial Group's CFLT Position: Q1 2025 in Review

Mendota Financial Group sold out of Confluent (CFLT) in Q1 2025, closing a stake of 4 shares — an estimated $112 sold.

Mendota Financial Group first reported a position in CFLT in Q4 2024 and held it in 1 quarter. The position peaked at $112 in Q4 2024. 400 funds tracked by Wall St. Rank hold CFLT as of Q1 2025.

Mendota Financial Group reported no remaining Confluent position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 4 Confluent shares in Q1 2025, an estimated $112.
Mendota Financial Group first reported a position in Confluent in Q4 2024 and held it in 1 quarter.
Mendota Financial Group's Confluent position peaked at $112 in Q4 2024.
400 funds tracked by Wall St. Rank held Confluent as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.