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Moody National Bank Trust Division’s Terex TEX Stock Holding History

Moody National Bank Trust Division’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.63M Buy
30,994
+3,144
+11% +$200K 0.13% 148
2026
Q2 		$2.02M Buy
27,850
+2,262
+9% +$141K 0.17% 110
2026
Q1 		$1.51M Buy
+25,588
New +$1.58M 0.14% 138

Other funds holding TEX

NA
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

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

Moody National Bank Trust Division increased its Terex (TEX) stake by 11% in Q3 2026, buying an estimated $200K and bringing the position to 30,994 shares worth $1.63M. The position accounts for 0.13% of the portfolio, ranked #148.

Moody National Bank Trust Division first reported a position in TEX in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.02M in Q2 2026. 11 funds tracked by Wall St. Rank hold TEX as of Q3 2026.

  • Moody National Bank Trust Division held 30,994 shares of Terex worth $1.63M as of Q3 2026.
  • Moody National Bank Trust Division bought 3,144 Terex shares in Q3 2026, an estimated $200K.
  • Terex made up 0.13% of Moody National Bank Trust Division's portfolio in Q3 2026, its #148 holding.
  • Moody National Bank Trust Division first reported a position in Terex in Q1 2026 and has held it in 3 quarters since.
  • Moody National Bank Trust Division's Terex position peaked at $2.02M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Terex as of Q3 2026.

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