Truist Financial
CFLT

Truist Financial’s Confluent CFLT Stock Holding History

Truist 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
2025
Q2 		– Sell
-24,402
Closed -$572K – 2609
2025
Q1 		$572K Buy
24,402
+3,321
+16% +$96.2K ﹤0.01% 1793
2024
Q4 		$589K Buy
21,081
+514
+2% +$13.8K ﹤0.01% 1781
2024
Q3 		$419K Sell
20,567
-3,853
-16% -$86.3K ﹤0.01% 1955
2024
Q2 		$721K Buy
24,420
+1,238
+5% +$35.6K ﹤0.01% 1766
2024
Q1 		$708K Sell
23,182
-11,300
-33% -$319K ﹤0.01% 1775
2023
Q4 		$807K Buy
34,482
+7,916
+30% +$191K ﹤0.01% 1710
2023
Q3 		$787K Sell
26,566
-1,198
-4% -$40.1K ﹤0.01% 1672
2023
Q2 		$980K Buy
27,764
+13,206
+91% +$370K ﹤0.01% 1598
2023
Q1 		$350K Buy
+14,558
New +$338K ﹤0.01% 2182

Other funds holding CFLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
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
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
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Truist Financial's CFLT Position: Q2 2025 in Review

Truist Financial sold out of Confluent (CFLT) in Q2 2025, closing a stake of 24,402 shares — an estimated $572K sold.

Truist Financial first reported a position in CFLT in Q1 2023 and held it in 9 quarters. The position peaked at $980K in Q2 2023. 396 funds tracked by Wall St. Rank hold CFLT as of Q2 2025.

  • Truist Financial reported no remaining Confluent position as of Q2 2025 after selling out during the quarter.
  • Truist Financial sold 24,402 Confluent shares in Q2 2025, an estimated $572K.
  • Truist Financial first reported a position in Confluent in Q1 2023 and held it in 9 quarters.
  • Truist Financial's Confluent position peaked at $980K in Q2 2023.
  • 396 funds tracked by Wall St. Rank held Confluent as of Q2 2025.

Based on Truist Financial's 13F filing for Q2 2025, filed 18 Jul 2025.