StockDriftsStockDriftsTop 50 Moody National Bank Trust Division Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 6.43% | 1.09M | $77.7M | -1.92%(-21.31K) | $56.74(+28.64%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 5.68% | 99.9K | $68.6M | -5.40%(-5.70K) | $495.84(+43.40%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 3.39% | 166.4K | $41.0M | +0.83%(+1.37K) | $177.59(+39.16%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.29% | 198.8K | $39.8M | -4.45%(-9.26K) | $29.75(+641.09%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.82% | 45.6K | $34.0M | +0.33%(+151) | $639.01(+21.05%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.73% | 44.0K | $32.9M | +0.00%(+0) | $247.29(+214.35%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.71% | 548.9K | $32.8M | -1.61%(-8.96K) | $48.10(+25.58%) | 2026-06-30 | |
| VTWO | VANGUARD SCOTTSDALE FDS | 2.62% | 260.2K | $31.6M | +28.30%(+57.39K) | $88.61(+37.36%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.58% | 107.6K | $31.1M | -2.79%(-3.09K) | $82.30(+272.61%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.82% | 59.0K | $22.0M | -0.53%(-314) | $148.05(+239.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.05% | +68.74% | +22.69% | +178.02% |
| Top 20 Holdings Unweighted | +22.73% | +84.86% | +15.83% | +108.50% |
Moody National Bank Trust Division reports $1.21B in US-listed equity holdings across 496 positions in its most recent 13F filing. Its largest disclosed positions are VEA (6.4%), VOO (5.7%) and VXF (3.4%). The top 20 holdings account for 44.72% of reported assets. Its disclosed equity book has returned +68.74% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Moody National Bank Trust Division’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1092903). View Moody National Bank Trust Division’s 13F filings on SEC