HHGA
CFLT

Halbert Hargrove Global Advisors’s Confluent CFLT Stock Holding History

Halbert Hargrove Global Advisors’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
-60
Closed -$1.19K – 425
2025
Q3 		$1.19K Buy
+60
New +$1.25K ﹤0.01% 650

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

Halbert Hargrove Global Advisors's CFLT Position: Q4 2025 in Review

Halbert Hargrove Global Advisors sold out of Confluent (CFLT) in Q4 2025, closing a stake of 60 shares — an estimated $1.19K sold.

Halbert Hargrove Global Advisors first reported a position in CFLT in Q3 2025 and held it in 1 quarter. The position peaked at $1.19K in Q3 2025. 426 funds tracked by Wall St. Rank hold CFLT as of Q4 2025.

  • Halbert Hargrove Global Advisors reported no remaining Confluent position as of Q4 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 60 Confluent shares in Q4 2025, an estimated $1.19K.
  • Halbert Hargrove Global Advisors first reported a position in Confluent in Q3 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Confluent position peaked at $1.19K in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Confluent as of Q4 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.