MOODY NATIONAL BANK TRUST DIVISION SPXC — SPX Technologies Inc

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  13 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported SPX Technologies Inc (SPXC) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.12% in 2024 Q2. The latest visible filing shows SPXC at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPXC 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 SPX Technologies Inc, 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
2026 Q2

SPXC was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

SPXC stock page MOODY NATIONAL BANK TRUST DIVISION fund profile MOODY NATIONAL BANK TRUST DIVISION full holdings
How MOODY NATIONAL BANK TRUST DIVISION held SPXC — position size vs. price
% of Fund (quarterly)    SPXC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,261 -9 -0.7% 0.03% $309K 2026-07-07 $218.83
2026 Q1 ADDED — — — 1,270 +132 +11.6% 0.02% $254K 2026-04-09 $215.54
2025 Q4 ADDED — — — 1,138 +17 +1.5% 0.02% $228K 2026-01-12 $208.56
2025 Q3 REDUCED 6.7% +10.1% ❌ 1,121 -80 -6.7% 0.02% $209K 2025-10-06 $190.89
2025 Q2 REDUCED 82.0% +9.9% ❌ 1,201 -5,460 -82.0% 0.02% $201K 2025-07-10 $173.08
2024 Q3 REDUCED 38.9% -10.2% ✅ 6,661 -4,232 -38.9% 0.11% $1.1M 2024-10-03 $158.60
2024 Q2 REDUCED 10.6% +12.2% ❌ 10,893 -1,293 -10.6% 0.12% $1.5M 2024-07-03 $143.30
2024 Q1 REDUCED 35.6% +13.0% ❌ 12,186 -6,750 -35.6% 0.12% $1.5M 2024-04-04 $120.59
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPXC

As of 2026 Q2 — sorted by position size

Palisades Investment Partners, LLC 3Y 7Y 8.91% Catawba River Capital 3Y 4.31% Highlander Partners, L.P. 3Y 4.29% SCHWERIN BOYLE CAPITAL MANAGEMENT INC 3Y 7Y 3.54% Conestoga Capital Advisors, LLC 3Y 7Y 2.92% Van Berkom & Associates Inc. 3Y 7Y 2.31% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 1.71% EULAV Asset Management 3Y 7Y 1.14% MOODY ALDRICH PARTNERS LLC 3Y 7Y 1.13% Blackhawk Capital Partners, LLC 3Y 7Y 0.83%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and SPXC

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 SPXC?

MOODY NATIONAL BANK TRUST DIVISION reported SPXC across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for SPXC was 0.12% in 2024 Q2.

What is the latest reported SPXC position on this page?

The most recent filing on this page is 2026 Q2, when MOODY NATIONAL BANK TRUST DIVISION reported 1,261 shares, equal to 0.03% of portfolio, with an estimated market value of $309K.

What does the chart on this SPXC ownership page compare?

The chart compares MOODY NATIONAL BANK TRUST DIVISION's quarterly SPXC 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 SPXC position?

Based on 13F filing dates vs. subsequent SPXC price moves, MOODY NATIONAL BANK TRUST DIVISION correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on SPXC relative to SPY over the holding period was +19.3%.

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