Moody National Bank Trust Division’s Confluent CFLT Stock Holding History

Moody National Bank Trust Division’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
2026 Q1	–	Sell	-8,160	Closed	-$247K	–	509
2025 Q4	$247K	Buy	+8,160	New	+$200K	0.02%	444
2025 Q3	–	Sell	-9,140	Closed	-$228K	–	501
2025 Q2	$228K	Buy	+9,140	New	+$206K	0.02%	454
2025 Q1	–	Sell	-7,270	Closed	-$203K	–	495
2024 Q4	$203K	Buy	+7,270	New	+$195K	0.02%	464

Other funds holding CFLT

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Moody National Bank Trust Division's CFLT Position: Q1 2026 in Review

Moody National Bank Trust Division sold out of Confluent (CFLT) in Q1 2026, closing a stake of 8,160 shares — an estimated $247K sold.

Moody National Bank Trust Division first reported a position in CFLT in Q4 2024 and held it in 3 quarters. The position peaked at $247K in Q4 2025. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

Moody National Bank Trust Division reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
Moody National Bank Trust Division sold 8,160 Confluent shares in Q1 2026, an estimated $247K.
Moody National Bank Trust Division first reported a position in Confluent in Q4 2024 and held it in 3 quarters.
Moody National Bank Trust Division's Confluent position peaked at $247K in Q4 2025.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on Moody National Bank Trust Division's 13F filing for Q1 2026, filed 9 Apr 2026.