Moody National Bank Trust Division Q1 Portfolio Changes: Focus on Technology and ETFs
In the first quarter of 2026, Moody National Bank Trust Division made significant adjustments to its portfolio, adding new positions in several technology companies while increasing holdings in various Vanguard ETFs.
As part of their investment strategy for Q1 2026, Moody National Bank Trust Division made notable changes to its portfolio. The bank trust division focused on adding exposure to specific sectors and Vanguard funds during this period.
Prominent Technology Investments
The investor demonstrated a strong interest in the Technology sector, allocating capital to several companies within it. This quarter saw substantial additions to holdings like Vanguard International Equity Index (VT) and various tech firms.
A significant portion of the new capital flowed into Vanguard ETFs. The most prominent addition here was Vanguard International Equity Index Fund (VT), which received a 100% increase in shares, indicating strong confidence in this fund. Other notable additions included VOO and VXF.
Specifically within Technology stocks, the investor added positions to companies like Apple Inc (AAPL), investing an additional $231k worth of shares. Similarly, they increased holdings in Microsoft Corp (MSFT) by approximately 0.53%.
New Stock Acquisitions
The investor also initiated new positions with several smaller companies this quarter:
- Magnite Inc (MGNI), a player in the digital advertising technology space, saw its shares increase by 82.32%.
- Zeta Global Holdings Corp (ZETA) experienced an impressive 60.6% share growth, suggesting strong interest in its technology offerings.
- Qxo Inc (QXO), operating in the software sector, also showed significant buying with a 43.77% increase in shares.
These additions reflect targeted growth investing within the Technology sphere during Q1 2026.
Sales and Reductions
In contrast to the new positions, there were also reductions across several holdings:
- Nvidia Corporation (NVDA) saw a reduction of about 4.45% in its share count.
- The Vanguard-focused fund VXF experienced a slight decrease, though it remains an active position.
Furthermore, the investor completely exited several positions:
- Core Scientific Inc (CORZ), despite being in the Technology sector.
The overall portfolio allocation shows that while there were additions, the core focus remained on broad-based ETF exposure and specific technology names.