NBC Securities’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

NBC Securities’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 Q2	$356K	Sell	3,424 -200	-6%	-$20.2K	0.02%	656
2026 Q1	$350K	Sell	3,624 -60	-2%	-$6.22K	0.03%	646
2025 Q4	$382K	Sell	3,684 -1,065	-22%	-$109K	0.03%	597
2025 Q3	$471K	Sell	4,749 -450	-9%	-$43.9K	0.04%	521
2025 Q2	$487K	Sell	5,199 -475	-8%	-$41.7K	0.04%	497
2025 Q1	$499K	Buy	5,674 +5,669	+113,380%	+$522K	0.04%	455
2024 Q4	$526	Sell	5 -5,774	-100%	-$556K	0.05%	429
2024 Q3	$560K	Buy	5,779 +314	+6%	+$28.7K	0.05%	422
2024 Q2	$473K	Buy	5,465 +130	+2%	+$11.3K	0.04%	459
2024 Q1	$479K	Hold	5,335	–	–	0.05%	448
2023 Q4	$452K	Buy	5,335 +375	+8%	+$29.1K	0.05%	449
2023 Q3	$376K	Buy	+4,960	New	+$395K	0.04%	468

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFIM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NBC Securities's MOAT Position: Q2 2026 in Review

NBC Securities reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 5.5% in Q2 2026, selling an estimated $20.2K and leaving 3,424 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #656.

NBC Securities first reported a position in MOAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $560K in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

NBC Securities held 3,424 shares of VanEck Morningstar Wide Moat ETF worth $356K as of Q2 2026.
NBC Securities sold 200 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $20.2K.
VanEck Morningstar Wide Moat ETF made up 0.02% of NBC Securities's portfolio in Q2 2026, its #656 holding.
NBC Securities first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and has held it in 12 quarters since.
NBC Securities's VanEck Morningstar Wide Moat ETF position peaked at $560K in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.