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.
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 |