Jordan Pitts

@Moody National Bank Trust Division

Latest period2024 - Q4

Reported5d ago

Managed Assets$956.178M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
INVXInnovex International Inc Recent Activity New Position	0.03%	$233,732 16,731 shares@ $13.97 avg price	New Position
BRZEBraze Inc Recent Activity New Position	0.03%	$233,271 5,570 shares@ $41.88 avg price	New Position
ELFElf Beauty Inc Recent Activity New Position	0.03%	$225,990 1,800 shares@ $125.55 avg price	New Position
SSentinelone Inc Recent Activity New Position	0.03%	$205,794 9,270 shares@ $22.2 avg price	New Position
CNQCdn Nat Res Recent Activity New Position	0.03%	$203,619 6,596 shares@ $30.88 avg price	New Position
RMBSRambus Inc Recent Activity New Position	0.03%	$203,405 3,848 shares@ $52.86 avg price	New Position
CFLTConfluent Inc Recent Activity New Position	0.03%	$203,269 7,270 shares@ $27.96 avg price	New Position
OSOnestream Inc Recent Activity New Position	0.03%	$200,210 7,020 shares@ $28.52 avg price	New Position
UTZUtz Brands Inc Recent Activity New Position	0.02%	$169,191 10,804 shares@ $15.67 avg price	New Position
SUZSuzano Sa Recent Activity New Position	0.02%	$137,207 13,558 shares@ $10.13 avg price	New Position