MNBTD
ESI icon

Moody National Bank Trust Division’s Element Solutions ESI Stock Holding History

Moody National Bank Trust Division’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08M Sell
22,623
-14,504
-39% -$602K 0.09% 220
2026
Q1 		$1.27M Hold
37,127
– – 0.12% 162
2025
Q4 		$928K Hold
37,127
– – 0.09% 230
2025
Q3 		$934K Sell
37,127
-4,065
-10% -$101K 0.08% 265
2025
Q2 		$933K Buy
41,192
+3,304
+9% +$69.2K 0.09% 258
2025
Q1 		$857K Hold
37,888
– – 0.09% 261
2024
Q4 		$963K Buy
37,888
+6,402
+20% +$173K 0.1% 243
2024
Q3 		$855K Buy
31,486
+4,342
+16% +$114K 0.09% 253
2024
Q2 		$736K Hold
27,144
– – 0.06% 240
2024
Q1 		$678K Hold
27,144
– – 0.05% 262
2023
Q4 		$628K Buy
27,144
+5,085
+23% +$103K 0.05% 284
2023
Q3 		$433K Hold
22,059
– – 0.03% 422
2023
Q2 		$424K Hold
22,059
– – 0.03% 429
2023
Q1 		$426K Buy
22,059
+4,826
+28% +$95.2K 0.04% 416
2022
Q4 		$313K Buy
17,233
+187
+1% +$3.37K 0.03% 477
2022
Q3 		$277K Buy
+17,046
New +$318K 0.03% 493

Other funds holding ESI

OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return