Moody National Bank Trust Division Portfolio Holdings
Moody National Bank Trust Division
- $1.15 Billion
- Q3 2025
Moody National Bank Trust Division has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.15 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 $59.8M, Nvidia Corp with a value of $54.1M, Microsoft Corp with a value of $42.8M, Apple Inc. with a value of $39.8M, and Vanguard Ftse Developed Market with a value of $32.9M.
Examining the 13F form we can see an increase of $90.9M in the current position value, from $1.05B to 1.15B.
Below you can find more details about Moody National Bank Trust Division portfolio as well as his latest detailed transactions.
Portfolio value
$1.15 Billion
ETFs: $298 Million
Technology: $264 Million
Financial Services: $115 Million
Consumer Cyclical: $94.1 Million
Industrials: $81.6 Million
Communication Services: $76.4 Million
Healthcare: $74.6 Million
Energy: $48.5 Million
Other: $93.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 792
- Current Value $1.15 Billion
- Prior Value $1.05 Billion
- Filing
- Period Q3 2025
- Filing Date October 06, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 39 stocks
- Additional Purchases 191 stocks
- Sold out of 0 stocks
- Reduced holdings in 187 stocks