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Jordan Pitts

Moody National Bank Trust Division

Assets Managed
$1.208B
Holdings
496
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
15.02%(2Q avg: 8.05%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Moody National Bank Trust Division's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 496 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.208B in assets, with a quarterly growth rate of 15.02% and a 2-quarter average growth rate of 8.05%. The portfolio is managed by Jordan Pitts, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.91%
6.43%
$77.663M
1.09M shares@ $71.26 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -5.4%
5.68%
$68.602M
99,885 shares@ $686.82 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 0.84%
3.4%
$40.963M
166,374 shares@ $246.22 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.44%
3.3%
$39.775M
198,787 shares@ $200.1 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.34%
2.82%
$34.037M
45,579 shares@ $746.78 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
2.73%
$32.94M
43,985 shares@ $748.9 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -1.6%
2.72%
$32.765M
548,916 shares@ $59.69 avg price
VTWO
Vanguard Russell 2000 Etf
Recent Activity
Increased 28.3%
2.62%
$31.59M
260,175 shares@ $121.43 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.79%
2.58%
$31.144M
107,631 shares@ $289.37 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.52%
1.83%
$22.02M
59,031 shares@ $373.02 avg price

1-10 of 496