SWM
CFLT

Spire Wealth Management’s Confluent CFLT Stock Holding History

Spire 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
-55
Closed -$1.09K – 2331
2025
Q3 		$1.09K Buy
55
+5
+10% +$105 ﹤0.01% 2260
2025
Q2 		$1.25K Buy
+50
New +$1.13K ﹤0.01% 2246
2023
Q4 		– Sell
-200
Closed -$5.92K – 2379
2023
Q3 		$5.92K Sell
200
-80
-29% -$2.68K ﹤0.01% 1898
2023
Q2 		$9.89K Buy
280
+200
+250% +$5.6K ﹤0.01% 1820
2023
Q1 		$1.93K Hold
80
– – ﹤0.01% 2269
2022
Q4 		$2K Hold
80
– – ﹤0.01% 2023
2022
Q3 		$2K Hold
80
– – ﹤0.01% 1929
2022
Q2 		$2K Buy
+80
New +$2.15K ﹤0.01% 2334

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

Spire Wealth Management's CFLT Position: Q4 2025 in Review

Spire Wealth Management sold out of Confluent (CFLT) in Q4 2025, closing a stake of 55 shares — an estimated $1.09K sold.

Spire Wealth Management first reported a position in CFLT in Q2 2022 and held it in 8 quarters. The position peaked at $9.89K in Q2 2023. 426 funds tracked by Wall St. Rank hold CFLT as of Q4 2025.

  • Spire Wealth Management reported no remaining Confluent position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 55 Confluent shares in Q4 2025, an estimated $1.09K.
  • Spire Wealth Management first reported a position in Confluent in Q2 2022 and held it in 8 quarters.
  • Spire Wealth Management's Confluent position peaked at $9.89K in Q2 2023.
  • 426 funds tracked by Wall St. Rank held Confluent as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.