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Jordan Pitts

@Moody National Bank Trust Division

Latest period2024 - Q4ReportedManaged Assets$956.178MTotal holdings478
Assets growth rate2.37%Assets growth rate (2-Q avg)-12.51%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Moody National Bank Trust Division's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 478 positions.

Assets under management

The assets under management (AUM) of Moody National Bank Trust Division over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 956.178M in assets, with a quarterly growth rate of 2.37% and a 2-quarter average growth rate of -12.51%. The portfolio is managed by Jordan Pitts, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DMRCDigimarc Corp
Recent Activity
New Position
0.07%
$574,221
15,333 shares@ $37.46 avg price
VALValaris Ltd
Recent Activity
New Position
0.05%
$415,635
9,395 shares@ $44.25 avg price
BHPBhp Billiton Ltd
Recent Activity
New Position
0.05%
$400,503
8,202 shares@ $48.83 avg price
HUBGHub Group Inc
Recent Activity
New Position
0.05%
$393,152
8,823 shares@ $44.56 avg price
FCXFreeport-mcmor C&g
Recent Activity
New Position
0.04%
$355,438
9,334 shares@ $38.08 avg price
PSTGPure Storage Inc
Recent Activity
New Position
0.03%
$285,342
4,645 shares@ $61.43 avg price
PESIPerma-fix Environmental Servic
Recent Activity
New Position
0.03%
$276,750
25,000 shares@ $11.07 avg price
TTETotalenergies Se
Recent Activity
New Position
0.03%
$253,262
4,647 shares@ $54.51 avg price
BSXBoston Scientific Corp
Recent Activity
New Position
0.03%
$248,845
2,786 shares@ $89.32 avg price
UPBDUpbound Group Inc
Recent Activity
New Position
0.03%
$241,353
8,274 shares@ $29.18 avg price