SVB Wealth’s Confluent CFLT Stock Holding History

SVB Wealth’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 Q2	–	Sell	-2,293	Closed	-$53.7K	–	725
2025 Q1	$53.7K	Buy	+2,293	New	+$66.4K	﹤0.01%	526

Other funds holding CFLT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

SVB Wealth's CFLT Position: Q2 2025 in Review

SVB Wealth sold out of Confluent (CFLT) in Q2 2025, closing a stake of 2,293 shares — an estimated $53.7K sold.

SVB Wealth first reported a position in CFLT in Q1 2025 and held it in 1 quarter. The position peaked at $53.7K in Q1 2025. 396 funds tracked by Wall St. Rank hold CFLT as of Q2 2025.

SVB Wealth reported no remaining Confluent position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 2,293 Confluent shares in Q2 2025, an estimated $53.7K.
SVB Wealth first reported a position in Confluent in Q1 2025 and held it in 1 quarter.
SVB Wealth's Confluent position peaked at $53.7K in Q1 2025.
396 funds tracked by Wall St. Rank held Confluent as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.