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Moody National Bank Trust Division’s Porch Group PRCH Stock Holding History

Moody National Bank Trust Division’s Portfolio PRCH Stock Details PRCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.93M Sell
596,249
-62,603
-10% -$981K 0.82% 19
2026
Q2 		$9.91M Buy
658,852
+1,700
+0.3% +$16.7K 0.82% 18
2026
Q1 		$4.71M Buy
657,152
+63,322
+11% +$506K 0.45% 36
2025
Q4 		$5.42M Buy
593,830
+43,932
+8% +$529K 0.52% 34
2025
Q3 		$9.23M Sell
549,898
-56,148
-9% -$862K 0.78% 23
2025
Q2 		$7.15M Buy
606,046
+57,144
+10% +$491K 0.65% 27
2025
Q1 		$4M Buy
548,902
+107,102
+24% +$580K 0.42% 47
2024
Q4 		$2.17M Buy
441,800
+45,639
+12% +$147K 0.23% 90
2024
Q3 		$608K Buy
396,161
+95,919
+32% +$151K 0.07% 316
2024
Q2 		$453K Sell
300,242
-12,180
-4% -$33.9K 0.04% 324
2024
Q1 		$1.35M Sell
312,422
-4,955
-2% -$14.8K 0.11% 151
2023
Q4 		$978K Buy
317,377
+121,629
+62% +$171K 0.08% 193
2023
Q3 		$157K Hold
195,748
– – 0.01% 581
2023
Q2 		$270K Hold
195,748
– – 0.02% 541
2023
Q1 		$280K Buy
195,748
+40,850
+26% +$96.8K 0.02% 520
2022
Q4 		$291K Hold
154,898
– – 0.03% 496
2022
Q3 		$349K Buy
154,898
+61,648
+66% +$149K 0.04% 417
2022
Q2 		$239K Buy
+93,250
New +$386K 0.03% 458

Other funds holding PRCH

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Moody National Bank Trust Division's PRCH Position: Q3 2026 in Review

Moody National Bank Trust Division reduced its Porch Group (PRCH) stake by 9.5% in Q3 2026, selling an estimated $981K and leaving 596,249 shares worth $9.93M. The position accounts for 0.82% of the portfolio, ranked #19.

Moody National Bank Trust Division first reported a position in PRCH in Q2 2022 and has held it in 18 quarters since. 13 funds tracked by Wall St. Rank hold PRCH as of Q3 2026.

  • Moody National Bank Trust Division held 596,249 shares of Porch Group worth $9.93M as of Q3 2026.
  • Moody National Bank Trust Division sold 62,603 Porch Group shares in Q3 2026, an estimated $981K.
  • Porch Group made up 0.82% of Moody National Bank Trust Division's portfolio in Q3 2026, its #19 holding.
  • Moody National Bank Trust Division first reported a position in Porch Group in Q2 2022 and has held it in 18 quarters since.
  • 13 funds tracked by Wall St. Rank held Porch Group as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.