Moody National Bank Trust Division
Moody National Bank Trust Division, headquartered in Galveston, Texas, is the wealth management and trust services arm of Moody Bank. The division specializes in customized wealth management, estate planning, investment management, and trust administration for both high-net-worth individuals and institutional clients. It operates as part of a regional bank founded in 1907, with Moody National Bank itself employing several hundred staff across multiple offices. The Trust Division supports a broad range of financial planning and fiduciary services, focusing on long-term relationships and financial solutions tailored to client needs.
Investment Strategy
The Moody National Bank Trust Division follows a disciplined approach to portfolio management, emphasizing diversification across major asset classes and strategic long-term investing. Its investment management includes customized asset allocation, fiduciary oversight, and active monitoring of equity and fixed income holdings. The division prioritizes meeting client objectives through financial planning, wealth advisory, trust administration, estate settlement, and management of specialized assets such as charitable trusts and mineral interests. The team focuses on mitigating risk, optimizing returns, and adapting investment solutions to the specific needs of individuals, families, and foundations.
Latest 13F Filing Activity
Moody National Bank Trust Division filed their most recent 13F report on Sep 30, 2025 disclosing 490 equity positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corporation, Vanguard Index FDS, Apple Inc. among other positions. Moody National Bank Trust Division reduced exposure to Marex Group PLC, Exxon Mobil Corp., Toast Inc. among others.
Top Holdings
Equity Positions (490)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 5.05% | $59.8M | 97,713 | $491.70 | $612.38 | +$8.0M |
N NVDA | NVIDIA CORPORATION | 4.57% | $54.1M | 290,204 | $30.96 | $186.58 | +$8.0M |
M MSFT | MICROSOFT CORP | 3.62% | $42.8M | 82,701 | $151.79 | $517.95 | +$1.6M |
A AAPL | APPLE INC | 3.36% | $39.8M | 156,475 | $85.07 | $254.63 | +$7.9M |
V VEA | VANGUARD TAX-MANAGED FDS | 2.78% | $32.9M | 548,847 | $51.06 | $59.92 | +$4.6M |