Tempus Wealth Planning’s Confluent CFLT Stock Holding History

Tempus Wealth Planning’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	-13,853	Closed	-$274K	–	277
2025 Q3	$274K	Buy	+13,853	New	+$290K	0.06%	236

Other funds holding CFLT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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 Oslo, Norway $935B AUM

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

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

Tempus Wealth Planning's CFLT Position: Q4 2025 in Review

Tempus Wealth Planning sold out of Confluent (CFLT) in Q4 2025, closing a stake of 13,853 shares — an estimated $274K sold.

Tempus Wealth Planning first reported a position in CFLT in Q3 2025 and held it in 1 quarter. The position peaked at $274K in Q3 2025. 426 funds tracked by Wall St. Rank hold CFLT as of Q4 2025.

Tempus Wealth Planning reported no remaining Confluent position as of Q4 2025 after selling out during the quarter.
Tempus Wealth Planning sold 13,853 Confluent shares in Q4 2025, an estimated $274K.
Tempus Wealth Planning first reported a position in Confluent in Q3 2025 and held it in 1 quarter.
Tempus Wealth Planning's Confluent position peaked at $274K in Q3 2025.
426 funds tracked by Wall St. Rank held Confluent as of Q4 2025.

Based on Tempus Wealth Planning's 13F filing for Q4 2025, filed 16 Jan 2026.