§ 13F · FUND PROFILE
MOODY NATIONAL BANK TRUST DIVISION.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $1.2B (13F)Positions · 792Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 105K | $63M | 6.0% | +3% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 597K | $38M | 3.6% | +72% |
| 3 | VXF | VANGUARD INDEX FDS | 165K | $34M | 3.2% | +3% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 515K | $33M | 3.1% | — |
| 5 | IVV | ISHARES TR | 44K | $29M | 2.7% | ±0% |
| 6 | NVDA | NVIDIA CORPORATION | 141K | $25M | 2.3% | ±0% |
| 7 | AAPL | APPLE INC | 80K | $20M | 1.9% | ±0% |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 335K | $18M | 1.7% | +32% |
| 9 | MSFT | MICROSOFT CORP | 45K | $17M | 1.6% | ±0% |
| 10 | VTV | VANGUARD INDEX FDS | 84K | $16M | 1.6% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOODY SIGNAL
AC read
MOODY NATIONAL BANK TRUST DIVISION is a Dealer / Bank fund managing $1.2 billion in assets. The fund runs a broad portfolio of 792 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed