Stifel Financial
CFLT

Stifel Financial’s Confluent CFLT Stock Holding History

Stifel 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
-22,202
Closed -$671K – 3653
2025
Q4 		$671K Sell
22,202
-17,211
-44% -$423K ﹤0.01% 2693
2025
Q3 		$780K Sell
39,413
-9,753
-20% -$204K ﹤0.01% 2541
2025
Q2 		$1.23M Sell
49,166
-258
-0.5% -$5.82K ﹤0.01% 2195
2025
Q1 		$1.16M Buy
49,424
+6,949
+16% +$201K ﹤0.01% 2131
2024
Q4 		$1.19M Buy
42,475
+1,136
+3% +$30.5K ﹤0.01% 2144
2024
Q3 		$842K Buy
41,339
+21,864
+112% +$490K ﹤0.01% 2347
2024
Q2 		$575K Buy
19,475
+5,328
+38% +$153K ﹤0.01% 2537
2024
Q1 		$432K Sell
14,147
-1,523
-10% -$43K ﹤0.01% 2698
2023
Q4 		$367K Buy
15,670
+295
+2% +$7.13K ﹤0.01% 2734
2023
Q3 		$455K Sell
15,375
-31,129
-67% -$1.04M ﹤0.01% 2542
2023
Q2 		$1.64M Buy
+46,504
New +$1.3M ﹤0.01% 1765
2022
Q2 		– Sell
-13,868
Closed -$569K – 3341
2022
Q1 		$569K Buy
+13,868
New +$723K ﹤0.01% 2501

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

Stifel Financial's CFLT Position: Q1 2026 in Review

Stifel Financial sold out of Confluent (CFLT) in Q1 2026, closing a stake of 22,202 shares — an estimated $671K sold.

Stifel Financial first reported a position in CFLT in Q1 2022 and held it in 12 quarters. The position peaked at $1.64M in Q2 2023. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • Stifel Financial reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 22,202 Confluent shares in Q1 2026, an estimated $671K.
  • Stifel Financial first reported a position in Confluent in Q1 2022 and held it in 12 quarters.
  • Stifel Financial's Confluent position peaked at $1.64M in Q2 2023.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.