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Country Trust Bank’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Country Trust Bank’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.11K Hold
300
– – ﹤0.01% 499
2026
Q1 		$3.08K Hold
300
– – ﹤0.01% 440
2025
Q4 		$3.15K Hold
300
– – ﹤0.01% 471
2025
Q3 		$3.23K Hold
300
– – ﹤0.01% 478
2025
Q2 		$3.17K Buy
+300
New +$3.05K ﹤0.01% 425

Other funds holding MORT

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
IP
Integras Partners Alpharetta, Georgia $181M AUM 25.99% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $169M AUM 17.92% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Country Trust Bank's MORT Position: Q2 2026 in Review

Country Trust Bank held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q2 2026 at 300 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Country Trust Bank first reported a position in MORT in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.23K in Q3 2025. 27 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

  • Country Trust Bank held 300 shares of VanEck Mortgage REIT Income ETF worth $3.11K as of Q2 2026.
  • Country Trust Bank left its VanEck Mortgage REIT Income ETF share count unchanged in Q2 2026.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #499 holding.
  • Country Trust Bank first reported a position in VanEck Mortgage REIT Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Country Trust Bank's VanEck Mortgage REIT Income ETF position peaked at $3.23K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.