BPWM
CFLT

BCS Private Wealth Management’s Confluent CFLT Stock Holding History

BCS Private Wealth 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
2025
Q4 		– Sell
-26,495
Closed -$525K – 178
2025
Q3 		$525K Buy
26,495
+10,895
+70% +$228K 0.19% 88
2025
Q2 		$389K Buy
+15,600
New +$352K 0.15% 105

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

BCS Private Wealth Management's CFLT Position: Q4 2025 in Review

BCS Private Wealth Management sold out of Confluent (CFLT) in Q4 2025, closing a stake of 26,495 shares — an estimated $525K sold.

BCS Private Wealth Management first reported a position in CFLT in Q2 2025 and held it in 2 quarters. The position peaked at $525K in Q3 2025. 426 funds tracked by Wall St. Rank hold CFLT as of Q4 2025.

  • BCS Private Wealth Management reported no remaining Confluent position as of Q4 2025 after selling out during the quarter.
  • BCS Private Wealth Management sold 26,495 Confluent shares in Q4 2025, an estimated $525K.
  • BCS Private Wealth Management first reported a position in Confluent in Q2 2025 and held it in 2 quarters.
  • BCS Private Wealth Management's Confluent position peaked at $525K in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Confluent as of Q4 2025.

Based on BCS Private Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.