Moody National Bank Trust Division Portfolio Holdings
Moody National Bank Trust Division
- $1.05 Billion
- Q2 2025
Moody National Bank Trust Division has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.05 Billion distributed in 792 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $51.9M, Nvidia Corp with a value of $46.1M, Microsoft Corp with a value of $41.2M, Apple Inc. with a value of $32M, and Vanguard Extended Market ETF with a value of $28.2M.
Examining the 13F form we can see an increase of $127M in the current position value, from $928M to 1.05B.
Below you can find more details about Moody National Bank Trust Division portfolio as well as his latest detailed transactions.
Portfolio value
$1.05 Billion
ETFs: $266 Million
Technology: $236 Million
Financial Services: $109 Million
Consumer Cyclical: $87.1 Million
Industrials: $74.2 Million
Healthcare: $73.5 Million
Communication Services: $69.4 Million
Energy: $47.4 Million
Other: $92 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 792
- Current Value $1.05 Billion
- Prior Value $928 Million
- Filing
- Period Q2 2025
- Filing Date July 10, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 28 stocks
- Additional Purchases 221 stocks
- Sold out of 0 stocks
- Reduced holdings in 186 stocks