Swiss Life Asset Management’s Confluent CFLT Stock Holding History

Swiss Life Asset 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	-12,652	Closed	-$383K	–	1527
2025 Q4	$383K	Buy	12,652 +252	+2%	+$6.19K	﹤0.01%	900
2025 Q3	$246K	Buy	+12,400	New	+$259K	﹤0.01%	1016
2024 Q3	–	Sell	-7,026	Closed	-$207K	–	635
2024 Q2	$207K	Buy	+7,026	New	+$202K	﹤0.01%	580

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

Swiss Life Asset Management's CFLT Position: Q1 2026 in Review

Swiss Life Asset Management sold out of Confluent (CFLT) in Q1 2026, closing a stake of 12,652 shares — an estimated $383K sold.

Swiss Life Asset Management first reported a position in CFLT in Q2 2024 and held it in 3 quarters. The position peaked at $383K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Swiss Life Asset Management reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Swiss Life Asset Management sold 12,652 Confluent shares in Q1 2026, an estimated $383K.
Swiss Life Asset Management first reported a position in Confluent in Q2 2024 and held it in 3 quarters.
Swiss Life Asset Management's Confluent position peaked at $383K in Q4 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Swiss Life Asset Management's 13F filing for Q1 2026, filed 14 May 2026.