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Moody National Bank Trust Division’s Roku ROKU Stock Holding History

Moody National Bank Trust Division’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-14,268
Closed -$1.97M – 525
2026
Q2 		$1.97M Buy
+14,268
New +$1.74M 0.16% 113
2019
Q2 		– Sell
-108
Closed -$7K – 846
2019
Q1 		$7K Buy
+108
New +$5.78K ﹤0.01% 734

Other funds holding ROKU

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
CenterStar Asset Management Chicago, Illinois $425M AUM 22.49% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Moody National Bank Trust Division sold out of Roku (ROKU) in Q3 2026, closing a stake of 14,268 shares — an estimated $1.97M sold.

Moody National Bank Trust Division first reported a position in ROKU in Q1 2019 and held it in 2 quarters. The position peaked at $1.97M in Q2 2026. 23 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Moody National Bank Trust Division reported no remaining Roku position as of Q3 2026 after selling out during the quarter.
  • Moody National Bank Trust Division sold 14,268 Roku shares in Q3 2026, an estimated $1.97M.
  • Moody National Bank Trust Division first reported a position in Roku in Q1 2019 and held it in 2 quarters.
  • Moody National Bank Trust Division's Roku position peaked at $1.97M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Roku as of Q3 2026.

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