MNBTD
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Moody National Bank Trust Division’s StepStone Group STEP Stock Holding History

Moody National Bank Trust Division’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24,003
Closed -$1.25M – 513
2025
Q1 		$1.25M Buy
24,003
+9,059
+61% +$473K 0.13% 176
2024
Q4 		$865K Buy
14,944
+144
+1% +$8.34K 0.09% 265
2024
Q3 		$841K Buy
+14,800
New +$841K 0.09% 256