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Moody National Bank, Trust Division
Wayne Madsen · Bank/Insurer · Multi-Strategy
Moody National Bank, based in Galveston, Texas, was founded in 1907 and is one of the oldest and largest privately owned financial institutions in the state. Its Wealth Management & Trust department, established in 1927, serves as a cornerstone of the institution, administering over $14 billion in assets for individuals, families, businesses, and non-profit organizations. The division provides specialized fiduciary services including customized wealth management, estate administration, and the oversight of unique assets such as real estate, ranching, and mineral interests. As a nationally chartered bank, Moody National Bank combines a community-focused approach with sophisticated financial services, maintaining a dominant presence in the Texas wealth management landscape while serving a global client base.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +19.7% |
| YTD return | +13.8% |
| Sharpe ratio | 3.64 |
| Win rate | 80% |
| AUM | $0.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.moodybank.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 15.6% | +20.6% |
| AAPL | Apple Inc | 11.7% | +20.3% |
| MSFT | Microsoft Corporation | 11.4% | +6.6% |
| GOOGL | Alphabet Inc Class A | 10.8% | +20.1% |
| AMZN | Amazon.com Inc | 7.6% | +12.3% |
| AVGO | Broadcom Inc | 6.0% | +2.5% |
| META | Meta Platforms Inc. | 5.0% | -6.8% |
| TSLA | Tesla Inc | 3.5% | -13.4% |
| V | Visa Inc. Class A | 3.3% | +10.0% |
| LLY | Eli Lilly and Company | 3.2% | +21.3% |
| JPM | JPMorgan Chase & Co | 3.2% | +15.3% |
| BRK-A | Berkshire Hathaway Inc | 2.8% | +2.7% |
| XOM | Exxon Mobil Corp | 2.3% | +22.2% |
| WMT | Walmart Inc. Common Stock | 2.3% | -1.9% |
| JNJ | Johnson & Johnson | 2.1% | +30.4% |
| GENI | Genius Sports Ltd | 2.0% | +3.3% |
| VCTR | Victory Capital Holdings Inc | 1.9% | +71.4% |
| FANG | Diamondback Energy Inc | 1.7% | +20.4% |
| HD | The Home Depot Inc | 1.7% | -9.1% |
| MS | Morgan Stanley | 1.7% | +28.3% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GENI | 2.0% → 2.0% |
| Aug 31, 2026 | SELL | TSLA | 3.5% → 3.5% |
| Aug 31, 2026 | BUY | XOM | 2.3% → 2.3% |
| Aug 31, 2026 | BUY | MS | 1.7% → 1.7% |
| Aug 31, 2026 | BUY | WMT | 2.3% → 2.3% |
Investment Style Analysis
Moody National Bank, Trust Division is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $0.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Moody National Bank, Trust Division made a significant move by increasing exposure to GENI. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution employs a fiduciary-centric philosophy that prioritizes long-term client relationships and highly personalized wealth stewardship. Its investment strategy is driven by macroeconomic analysis and capital market research, aiming to create customized portfolios that align with each client’s unique financial objectives, risk tolerance, and tax considerations. Beyond traditional equity and fixed-income strategies, the division is distinguished by its ability to manage a diverse array of non-traditional assets, including agricultural properties and mineral rights. This multi-strategy approach is designed to provide stable growth and capital preservation, ensuring the effective management and seamless transition of wealth across generations.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Moody National Bank, Trust Division.
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Frequently asked questions
How is the simulated portfolio for Moody National Bank, Trust Division constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Moody National Bank, Trust Division's largest holding?
As of the latest filing, Moody National Bank, Trust Division's top position is NVIDIA Corporation (NVDA), representing 15.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Moody National Bank, Trust Division's historical performance and risk profile?
Our simulation indicates a total return of +19.7% with a win rate of 80%. Notably, the portfolio maintains a Sharpe Ratio of 3.64, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Moody National Bank, Trust Division primarily invest in?
Moody National Bank, Trust Division has a strong preference for the Semiconductors sector, which makes up 21.6% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Moody National Bank, Trust Division's portfolio concentrated or diversified?
Moody National Bank, Trust Division runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 38.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Moody National Bank, Trust Division performed in 2026?
Our AI-simulated model portfolio for Moody National Bank, Trust Division tracks a Year-to-Date (YTD) return of +13.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Wayne Madsen manage Moody National Bank, Trust Division directly?
Yes, Wayne Madsen serves as the key portfolio manager for Moody National Bank, Trust Division, overseeing the investment strategy and final capital allocation decisions.