RIL
CFLT

Rothschild Investment LLC’s Confluent CFLT Stock Holding History

Rothschild Investment LLC’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
-11,019
Closed -$333K – 3619
2025
Q4 		$333K Buy
11,019
+4,412
+67% +$108K 0.02% 469
2025
Q3 		$131K Buy
6,607
+6,601
+110,017% +$138K 0.01% 731
2025
Q2 		$150 Hold
6
– – ﹤0.01% 2958
2025
Q1 		$141 Hold
6
– – ﹤0.01% 2907
2024
Q4 		$168 Sell
6
-3
-33% -$80 ﹤0.01% 2826
2024
Q3 		$183 Buy
+9
New +$202 ﹤0.01% 2721

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

Rothschild Investment LLC's CFLT Position: Q1 2026 in Review

Rothschild Investment LLC sold out of Confluent (CFLT) in Q1 2026, closing a stake of 11,019 shares — an estimated $333K sold.

Rothschild Investment LLC first reported a position in CFLT in Q3 2024 and held it in 6 quarters. The position peaked at $333K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Rothschild Investment LLC reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 11,019 Confluent shares in Q1 2026, an estimated $333K.
  • Rothschild Investment LLC first reported a position in Confluent in Q3 2024 and held it in 6 quarters.
  • Rothschild Investment LLC's Confluent position peaked at $333K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.