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Moody National Bank Trust Division’s Western Digital WDC Stock Holding History

Moody National Bank Trust Division’s Portfolio WDC Stock Details WDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$269K Buy
593
+31
+6% +$15.1K 0.02% 437
2026
Q2 		$359K Buy
+562
New +$273K 0.03% 390
2021
Q4 		– Sell
-5,715
Closed -$244K – 420
2021
Q3 		$244K Hold
5,715
– – ﹤0.01% 385
2021
Q2 		$307K Hold
5,715
– – 0.01% 356
2021
Q1 		$288K Sell
5,715
-38,878
-87% -$1.82M 0.01% 362
2020
Q4 		$1.87M Hold
44,593
– – 0.05% 221
2020
Q3 		$1.23M Hold
44,593
– – 0.04% 229
2020
Q2 		$1.49M Sell
44,593
-323
-0.7% -$10.5K 0.05% 215
2020
Q1 		$1.41M Hold
44,916
– – 0.05% 205
2019
Q4 		$2.15M Hold
44,916
– – 0.06% 190
2019
Q3 		$2.02M Hold
44,916
– – 0.06% 189
2019
Q2 		$1.61M Sell
44,916
-52,467
-54% -$1.8M 0.05% 203
2019
Q1 		$3.54M Buy
97,383
+1,181
+1% +$40.4K 0.1% 154
2018
Q4 		$2.69M Sell
96,202
-265
-0.3% -$9.39K 0.08% 161
2018
Q3 		$4.27M Buy
96,467
+86,849
+903% +$4.4M 0.11% 144
2018
Q2 		$563K Hold
9,618
– – 0.03% 139
2018
Q1 		$671K Sell
9,618
-225
-2% -$15.1K 0.03% 107
2017
Q4 		$591K Hold
9,843
– – 0.03% 131
2017
Q3 		$642K Sell
9,843
-1,819
-16% -$121K 0.03% 114
2017
Q2 		$781K Hold
11,662
– – 0.04% 108
2017
Q1 		$727K Buy
+11,662
New +$670K 0.04% 113

Other funds holding WDC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
RL
Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

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

Moody National Bank Trust Division increased its Western Digital (WDC) stake by 5.5% in Q3 2026, buying an estimated $15.1K and bringing the position to 593 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #437.

Moody National Bank Trust Division first reported a position in WDC in Q1 2017 and has held it in 21 quarters since. The position peaked at $4.27M in Q3 2018. 52 funds tracked by Wall St. Rank hold WDC as of Q3 2026.

  • Moody National Bank Trust Division held 593 shares of Western Digital worth $269K as of Q3 2026.
  • Moody National Bank Trust Division bought 31 Western Digital shares in Q3 2026, an estimated $15.1K.
  • Western Digital made up 0.02% of Moody National Bank Trust Division's portfolio in Q3 2026, its #437 holding.
  • Moody National Bank Trust Division first reported a position in Western Digital in Q1 2017 and has held it in 21 quarters since.
  • Moody National Bank Trust Division's Western Digital position peaked at $4.27M in Q3 2018.
  • 52 funds tracked by Wall St. Rank held Western Digital as of Q3 2026.

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