Banque Transatlantique’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Banque Transatlantique’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 Q1	$43.2K	Hold	447	–	–	﹤0.01%	314
2025 Q4	$46.3K	Hold	447	–	–	﹤0.01%	164
2025 Q3	$44.3K	Hold	447	–	–	﹤0.01%	171
2025 Q2	$41.9K	Buy	+447	New	+$39.2K	﹤0.01%	159

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Banque Transatlantique's MOAT Position: Q1 2026 in Review

Banque Transatlantique held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q1 2026 at 447 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Banque Transatlantique first reported a position in MOAT in Q2 2025 and has held it in 4 quarters since. The position peaked at $46.3K in Q4 2025. 718 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Banque Transatlantique held 447 shares of VanEck Morningstar Wide Moat ETF worth $43.2K as of Q1 2026.
Banque Transatlantique left its VanEck Morningstar Wide Moat ETF share count unchanged in Q1 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of Banque Transatlantique's portfolio in Q1 2026, its #314 holding.
Banque Transatlantique first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2025 and has held it in 4 quarters since.
Banque Transatlantique's VanEck Morningstar Wide Moat ETF position peaked at $46.3K in Q4 2025.
718 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Banque Transatlantique's 13F filing for Q1 2026, filed 13 May 2026.