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Independent Financial Group’s Tempus AI TEM Stock Holding History

Independent Financial Group’s Portfolio TEM Stock Details TEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$384K Sell
4,688
-944
-17% -$57K 0.01% 1133
2026
Q2 		$326K Sell
5,632
-5,940
-51% -$298K 0.01% 1200
2026
Q1 		$523K Sell
11,572
-5,010
-30% -$285K 0.01% 915
2025
Q4 		$979K Sell
16,582
-3,086
-16% -$241K 0.02% 626
2025
Q3 		$1.59M Sell
19,668
-17,773
-47% -$1.24M 0.04% 456
2025
Q2 		$2.38M Buy
+37,441
New +$2.15M 0.07% 291

Other funds holding TEM

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
FS
Financial Symmetry Raleigh, North Carolina $313M AUM 16.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
FI
Finivi Inc Westborough, Massachusetts $210M AUM 21.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BWM
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Independent Financial Group's TEM Position: Q3 2026 in Review

Independent Financial Group reduced its Tempus AI (TEM) stake by 17% in Q3 2026, selling an estimated $57K and leaving 4,688 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #1133.

Independent Financial Group first reported a position in TEM in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.38M in Q2 2025. 25 funds tracked by Wall St. Rank hold TEM as of Q3 2026.

  • Independent Financial Group held 4,688 shares of Tempus AI worth $384K as of Q3 2026.
  • Independent Financial Group sold 944 Tempus AI shares in Q3 2026, an estimated $57K.
  • Tempus AI made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1133 holding.
  • Independent Financial Group first reported a position in Tempus AI in Q2 2025 and has held it in 6 quarters since.
  • Independent Financial Group's Tempus AI position peaked at $2.38M in Q2 2025.
  • 25 funds tracked by Wall St. Rank held Tempus AI as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.