UMB Bank’s Confluent CFLT Stock Holding History

UMB Bank’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	-141	Closed	-$4.26K	–	2300
2025 Q4	$4.26K	Buy	+141	New	+$3.46K	﹤0.01%	2056
2025 Q2	–	Sell	-6	Closed	-$141	–	2132
2025 Q1	$141	Buy	+6	New	+$174	﹤0.01%	2090
2024 Q3	–	Sell	-1,625	Closed	-$48K	–	2151
2024 Q2	$48K	Hold	1,625	–	–	﹤0.01%	832
2024 Q1	$49.6K	Hold	1,625	–	–	﹤0.01%	836
2023 Q4	$38K	Hold	1,625	–	–	﹤0.01%	893
2023 Q3	$48.1K	Hold	1,625	–	–	﹤0.01%	840
2023 Q2	$57.4K	Sell	1,625 -231	-12%	-$6.46K	﹤0.01%	816
2023 Q1	$44.7K	Hold	1,856	–	–	﹤0.01%	864
2022 Q4	$41K	Buy	1,856 +1,625	+703%	+$37.6K	﹤0.01%	896
2022 Q3	$5K	Hold	231	–	–	﹤0.01%	1455
2022 Q2	$5K	Hold	231	–	–	﹤0.01%	1569
2022 Q1	$9K	Buy	+231	New	+$12K	﹤0.01%	1504

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

UMB Bank's CFLT Position: Q1 2026 in Review

UMB Bank sold out of Confluent (CFLT) in Q1 2026, closing a stake of 141 shares — an estimated $4.26K sold.

UMB Bank first reported a position in CFLT in Q1 2022 and held it in 12 quarters. The position peaked at $57.4K in Q2 2023. 4 funds tracked by Wall St. Rank hold CFLT as of Q1 2026.

UMB Bank reported no remaining Confluent position as of Q1 2026 after selling out during the quarter.
UMB Bank sold 141 Confluent shares in Q1 2026, an estimated $4.26K.
UMB Bank first reported a position in Confluent in Q1 2022 and held it in 12 quarters.
UMB Bank's Confluent position peaked at $57.4K in Q2 2023.
4 funds tracked by Wall St. Rank held Confluent as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.