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Jordan Pitts

Moody National Bank Trust Division

Assets Managed
$1.05B
Holdings
501
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
1.08%(2Q avg: -5.59%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Moody National Bank Trust Division's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 501 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 2026 - Q1, they manage 1.05B in assets, with a quarterly growth rate of 1.08% and a 2-quarter average growth rate of -5.59%. The portfolio is managed by Jordan Pitts, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 72.24%
6.79%
$71.213M
1.111M shares@ $64.09 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.81%
6.01%
$63.094M
105,587 shares@ $597.56 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.09%
3.46%
$36.283M
208,043 shares@ $174.4 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Increased 2.6%
3.24%
$33.957M
165,000 shares@ $205.8 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 31.56%
2.88%
$30.153M
557,875 shares@ $54.06 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 30.09%
2.82%
$29.544M
45,428 shares@ $650.34 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
2.74%
$28.731M
43,985 shares@ $653.22 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.08%
2.68%
$28.1M
110,721 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.18%
2.1%
$21.968M
59,345 shares@ $370.18 avg price
VTWO
Vanguard Russell 2000 Etf
Recent Activity
Increased 4.99%
1.94%
$20.313M
202,789 shares@ $100.17 avg price

1-10 of 501