Moody National Bank Trust Division has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Senior Vice President Jordan Pitts, reports a total of 788 distinct positions held by the firm.
The trust division listed Moody Bancshares Inc. and Moody Bank Holding Co. as the two reporting companies associated with the filing. The report provides a detailed breakdown of the portfolio, including the names of the issuers, ticker symbols, and the number of shares held.
The portfolio is diversified across various sectors. Major holdings include Apple Inc., with 26,553,683 shares; Amazon.com Inc., with 14,769,861 shares; and Alphabet Inc. Class A, with 11,409,693 shares. Other notable positions include Broadcom Inc., with 9,812,600 shares; Microsoft Corporation, with 5,844,934 shares; and Visa Inc., with 5,548,679 shares.
The filing also lists significant positions in the financial sector, such as Bank of America Corp. (2,647,149 shares), JPMorgan Chase & Co. (2,647,149 shares), and Wells Fargo & Company (2,647,149 shares). Additionally, the portfolio includes substantial stakes in energy companies like Chevron Corporation (3,856,787 shares) and Exxon Mobil Corporation (3,856,787 shares).
The report indicates that the firm holds 300 shares of the ARK Innovation ETF and 30,000 shares of BIT Digital Inc. The filing serves as a public record of the trust division's equity portfolio composition as of the specified date.
