New York Life Investment Management’s Confluent CFLT Stock Holding History

New York Life Investment 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	-33,093	Closed	-$1M	–	790
2025 Q4	$1M	Buy	33,093 +5,541	+20%	+$136K	0.01%	610
2025 Q3	$546K	Buy	27,552 +418	+2%	+$8.74K	﹤0.01%	767
2025 Q2	$676K	Buy	27,134 +1,291	+5%	+$29.1K	0.01%	718
2025 Q1	$606K	Buy	25,843 +1,140	+5%	+$33K	0.01%	751
2024 Q4	$691K	Sell	24,703 -1,454	-6%	-$39K	0.01%	742
2024 Q3	$533K	Sell	26,157 -1,057	-4%	-$23.7K	0.01%	807
2024 Q2	$804K	Buy	+27,214	New	+$782K	0.01%	726

Other funds holding CFLT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

New York Life Investment Management's CFLT Position: Q1 2026 in Review

New York Life Investment Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 33,093 shares — an estimated $1M sold.

New York Life Investment Management first reported a position in CFLT in Q2 2024 and held it in 7 quarters. The position peaked at $1M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

New York Life Investment Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
New York Life Investment Management sold 33,093 Confluent shares in Q1 2026, an estimated $1M.
New York Life Investment Management first reported a position in Confluent in Q2 2024 and held it in 7 quarters.
New York Life Investment Management's Confluent position peaked at $1M in Q4 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.