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MOODY NATIONAL BANK TRUST DIVISION 13F portfolio summary

MOODY NATIONAL BANK TRUST DIVISION of MOODY NATIONAL BANK TRUST DIVISION has 496 current stock holdings with a reported portfolio value of $1.05B. The portfolio 1 year return is +16.71%. Top holdings include CW (0.00%), KRP (0.00%), AB (0.00%), AWK (0.00%), QQQ (0.00%).

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MOODY NATIONAL BANK TRUST DIVISION

MOODY NATIONAL BANK TRUST DIVISION
Latest filing: 2026-03-31

MOODY NATIONAL BANK TRUST DIVISION runs MOODY NATIONAL BANK TRUST DIVISION and currently holds 496 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $1.05B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MOODY NATIONAL BANK TRUST DIVISION ranks #267 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MOODY NATIONAL BANK TRUST DIVISION's portfolio at MOODY NATIONAL BANK TRUST DIVISION has delivered returns of +16.71%. Their 3-year annualized return is +67.81%. Looking at the 5-year horizon, MOODY NATIONAL BANK TRUST DIVISION has achieved +130.56% annualized returns at MOODY NATIONAL BANK TRUST DIVISION.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.71%
#806/1000
3 Year
+67.81%
#519/1000
5 Year
+130.56%
#147/1000

Portfolio Value

$1.05B

Alpha Score

75.7

#267 of 1000

Holdings

496

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change