Raymond James Financial
CFLT

Raymond James Financial’s Confluent CFLT Stock Holding History

Raymond James Financial’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
-43,881
Closed -$1.33M – 5323
2025
Q4 		$1.33M Buy
43,881
+26,972
+160% +$662K ﹤0.01% 3591
2025
Q3 		$335K Buy
16,909
+5,380
+47% +$113K ﹤0.01% 4346
2025
Q2 		$287K Sell
11,529
-943
-8% -$21.3K ﹤0.01% 4311
2025
Q1 		$292K Buy
+12,472
New +$361K ﹤0.01% 4233

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

Raymond James Financial's CFLT Position: Q1 2026 in Review

Raymond James Financial sold out of Confluent (CFLT) in Q1 2026, closing a stake of 43,881 shares — an estimated $1.33M sold.

Raymond James Financial first reported a position in CFLT in Q1 2025 and held it in 4 quarters. The position peaked at $1.33M in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Raymond James Financial reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 43,881 Confluent shares in Q1 2026, an estimated $1.33M.
  • Raymond James Financial first reported a position in Confluent in Q1 2025 and held it in 4 quarters.
  • Raymond James Financial's Confluent position peaked at $1.33M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.