Alerus Financial
MOAT icon

Alerus Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Alerus Financial’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$529 Hold
5
– – ﹤0.01% 501
2026
Q2 		$520 Hold
5
– – ﹤0.01% 485
2026
Q1 		$484 Hold
5
– – ﹤0.01% 487
2025
Q4 		$518 Hold
5
– – ﹤0.01% 491
2025
Q3 		$496 Hold
5
– – ﹤0.01% 515
2025
Q2 		$469 Buy
+5
New +$439 ﹤0.01% 493

Other funds holding MOAT

LPL Financial
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Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Verde Capital Management
Verde Capital Management Clarkston, Michigan $573M AUM 14.44% 1-Year Est. Return
Kelman-Lazarov Inc
Kelman-Lazarov Inc Memphis, Tennessee $776M AUM 10.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Leelyn Smith
Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return
Harbor Group
Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Alerus Financial's MOAT Position: Q3 2026 in Review

Alerus Financial held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q3 2026 at 5 shares worth $529. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Alerus Financial first reported a position in MOAT in Q2 2025 and has held it in 6 quarters since. 463 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

  • Alerus Financial held 5 shares of VanEck Morningstar Wide Moat ETF worth $529 as of Q3 2026.
  • Alerus Financial left its VanEck Morningstar Wide Moat ETF share count unchanged in Q3 2026.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Alerus Financial's portfolio in Q3 2026, its #501 holding.
  • Alerus Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and has held it in 6 quarters since.
  • 463 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Alerus Financial's 13F filing for Q3 2026, filed 9 Nov 2026.