MOODY NATIONAL BANK TRUST DIVISION KNRG — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  1 quarter on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported SIMPLIFY EXCHANGE TRADED FUN (KNRG) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.07% in 2026 Q3. The latest visible filing shows KNRG at 0.07% 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 KNRG 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 SIMPLIFY EXCHANGE TRADED FUN, 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 Q3

KNRG was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 Q3

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 KNRG — position size vs. price
% of Fund (quarterly)    KNRG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 34,931 — — 0.07% $871K 2026-10-06 $25.05

🏢 Other funds also holding KNRG

As of 2026 Q3 — sorted by position size

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and KNRG

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 KNRG?

MOODY NATIONAL BANK TRUST DIVISION reported KNRG across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

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

The largest reported portfolio weight for KNRG was 0.07% in 2026 Q3.

What is the latest reported KNRG position on this page?

The most recent filing on this page is 2026 Q3, when MOODY NATIONAL BANK TRUST DIVISION reported 34,931 shares, equal to 0.07% of portfolio, with an estimated market value of $871K.

What does the chart on this KNRG ownership page compare?

The chart compares MOODY NATIONAL BANK TRUST DIVISION's quarterly KNRG 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.

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