MOODY NATIONAL BANK TRUST DIVISION TDI β€” Touchstone ETF Trust

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  Β·  7 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported Touchstone ETF Trust (TDI) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.32% in 2026 Q2. The latest visible filing shows TDI at 0.32% 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 TDI 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 Touchstone 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
2026 Q2

TDI was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2026 Q2

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

Time in book
Holding Window
2024 Q4 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.

How MOODY NATIONAL BANK TRUST DIVISION held TDI β€” position size vs. price
% of Fund (quarterly)    TDI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 86,072 +7,159 +9.1% 0.32% $3.9M 2026-07-07 $44.69
2026 Q1 ADDED β€” β€” β€” 78,913 +48,551 +159.9% 0.31% $3.3M 2026-04-09 $43.60
2025 Q4 REDUCED 49.3% +6.6% ❌ 30,362 -29,574 -49.3% 0.11% $1.2M 2026-01-12 $40.81
2025 Q3 ADDED β€” β€” β€” 59,936 +860 +1.5% 0.19% $2.2M 2025-10-06 $37.29
2025 Q2 ADDED β€” β€” β€” 59,076 +7,894 +15.4% 0.18% $2.0M 2025-07-10 $33.20
2025 Q1 UNCHANGED β€” β€” β€” 51,182 β€” 0% 0.16% $1.5M 2025-04-04 $26.75
2024 Q4 INITIATED β€” β€” β€” 51,182 β€” β€” 0.15% $1.4M 2025-01-13 $26.62

🏒 Other funds also holding TDI

As of 2026 Q2 β€” sorted by position size

Trilogy Capital Inc. 3Y 7Y 0.12%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and TDI

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 TDI?

MOODY NATIONAL BANK TRUST DIVISION reported TDI across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

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

The largest reported portfolio weight for TDI was 0.32% in 2026 Q2.

What is the latest reported TDI position on this page?

The most recent filing on this page is 2026 Q2, when MOODY NATIONAL BANK TRUST DIVISION reported 86,072 shares, equal to 0.32% of portfolio, with an estimated market value of $3.9M.

What does the chart on this TDI ownership page compare?

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

Based on 13F filing dates vs. subsequent TDI price moves, MOODY NATIONAL BANK TRUST DIVISION correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on TDI relative to SPY over the holding period was +18.4%.

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