MOODY NATIONAL BANK TRUST DIVISION VCTR — Crestview Partners LP/NY

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  16 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported Crestview Partners LP/NY (VCTR) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.58% in 2026 Q2. The latest visible filing shows VCTR at 0.58% 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 VCTR 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 Crestview Partners LP/NY, 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

VCTR was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% 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 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.

VCTR stock page MOODY NATIONAL BANK TRUST DIVISION fund profile MOODY NATIONAL BANK TRUST DIVISION full holdings
How MOODY NATIONAL BANK TRUST DIVISION held VCTR — position size vs. price
% of Fund (quarterly)    VCTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 83,557 -3,910 -4.5% 0.58% $7.0M 2026-07-07 $89.48
2026 Q1 ADDED — — — 87,467 +1,027 +1.2% 0.55% $5.7M 2026-04-09 $67.85
2025 Q4 REDUCED 10.5% +4.5% ❌ 86,440 -10,119 -10.5% 0.52% $5.5M 2026-01-12 $68.05
2025 Q3 REDUCED — — — 96,559 -1,741 -1.8% 0.53% $6.3M 2025-10-06 $64.62
2025 Q2 ADDED — — — 98,300 +17,125 +21.1% 0.57% $6.3M 2025-07-10 $64.44
2025 Q1 ADDED — — — 81,175 +291 +0.4% 0.49% $4.7M 2025-04-04 $49.92
2024 Q4 UNCHANGED — — — 80,884 — 0% 0.55% $5.3M 2025-01-13 $59.13
2024 Q3 ADDED — — — 80,884 +13,900 +20.8% 0.48% $4.5M 2024-10-03 $53.59
2024 Q2 ADDED — — — 66,984 +3,150 +4.9% 0.25% $3.2M 2024-07-03 $45.78
2024 Q1 ADDED — — — 63,834 +8,050 +14.4% 0.21% $2.7M 2024-04-04 $39.82
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VCTR

As of 2026 Q2 — sorted by position size

City Center Advisors, LLC 0.19% Versant Capital Management, Inc 3Y 7Y 0.01% GAMMA Investing LLC 0.0% Kozak & Associates, Inc. 3Y 0.0% Dogwood Wealth Management LLC 0.0%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and VCTR

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 VCTR?

MOODY NATIONAL BANK TRUST DIVISION reported VCTR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for VCTR was 0.58% in 2026 Q2.

What is the latest reported VCTR position on this page?

The most recent filing on this page is 2026 Q2, when MOODY NATIONAL BANK TRUST DIVISION reported 83,557 shares, equal to 0.58% of portfolio, with an estimated market value of $7.0M.

What does the chart on this VCTR ownership page compare?

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

Based on 13F filing dates vs. subsequent VCTR price moves, MOODY NATIONAL BANK TRUST DIVISION correctly timed 11 out of 12 reported position changes (92%). The annualised alpha on VCTR relative to SPY over the holding period was +17.8%.

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