TPCW
CFLT

TD Private Client Wealth’s Confluent CFLT Stock Holding History

TD Private Client 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
2026
Q1 		– Sell
-31
Closed -$937 – 1670
2025
Q4 		$937 Buy
+31
New +$761 ﹤0.01% 1376

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

TD Private Client Wealth's CFLT Position: Q1 2026 in Review

TD Private Client Wealth sold out of Confluent (CFLT) in Q1 2026, closing a stake of 31 shares — an estimated $937 sold.

TD Private Client Wealth first reported a position in CFLT in Q4 2025 and held it in 1 quarter. The position peaked at $937 in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

  • TD Private Client Wealth reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 31 Confluent shares in Q1 2026, an estimated $937.
  • TD Private Client Wealth first reported a position in Confluent in Q4 2025 and held it in 1 quarter.
  • TD Private Client Wealth's Confluent position peaked at $937 in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.