MOODY NATIONAL BANK TRUST DIVISION SLNZ — TCW ETF TRUST

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  4 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported TCW ETF TRUST (SLNZ) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.78% in 2025 Q1. The latest visible filing shows SLNZ at 0.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SLNZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY NATIONAL BANK TRUST DIVISION's position in TCW ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SLNZ was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SLNZ stock page MOODY NATIONAL BANK TRUST DIVISION fund profile MOODY NATIONAL BANK TRUST DIVISION full holdings
How MOODY NATIONAL BANK TRUST DIVISION held SLNZ — position size vs. price
% of Fund (quarterly)    SLNZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 158,982 +16,851 +11.9% 0.71% $7.4M 2026-01-12 $44.55
2025 Q3 REDUCED 13.3% +1.9% ❌ 142,131 -21,796 -13.3% 0.56% $6.7M 2025-10-06 $43.92
2025 Q2 ADDED — — — 163,927 +5,382 +3.4% 0.70% $7.7M 2025-07-10 $43.52
2025 Q1 INITIATED — — — 158,545 — — 0.78% $7.5M 2025-04-04 $42.03

🏢 Other funds also holding SLNZ

As of 2026 Q2 — sorted by position size

TCW GROUP INC 3Y 7Y 1.31% MILLINGTON SECURITIES, LLC 0.22% WBI INVESTMENTS, LLC 3Y 7Y 0.18% OSAIC HOLDINGS, INC. 3Y 0.0% PRINCIPAL SECURITIES, INC. 0.0% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.0% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0% ROYAL BANK OF CANADA 3Y 7Y 0.0%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and SLNZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY NATIONAL BANK TRUST DIVISION reported owning SLNZ?

MOODY NATIONAL BANK TRUST DIVISION reported SLNZ across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported SLNZ position in MOODY NATIONAL BANK TRUST DIVISION's portfolio?

The largest reported portfolio weight for SLNZ was 0.78% in 2025 Q1.

What is the latest reported SLNZ position on this page?

The most recent filing on this page is 2025 Q4, when MOODY NATIONAL BANK TRUST DIVISION reported 158,982 shares, equal to 0.71% of portfolio, with an estimated market value of $7.4M.

What does the chart on this SLNZ ownership page compare?

The chart compares MOODY NATIONAL BANK TRUST DIVISION's quarterly SLNZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MOODY NATIONAL BANK TRUST DIVISION time their SLNZ position?

Based on 13F filing dates vs. subsequent SLNZ price moves, MOODY NATIONAL BANK TRUST DIVISION correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SLNZ relative to SPY over the holding period was -29.4%.

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