NFSG
MOAT icon

Newbridge Financial Services Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Newbridge Financial Services Group’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 		$377K Buy
3,627
+72
+2% +$7.28K 0.05% 183
2026
Q1 		$344K Hold
3,555
– – 0.06% 169
2025
Q4 		$368K Sell
3,555
-11,300
-76% -$1.15M 0.06% 166
2025
Q3 		$1.47M Sell
14,855
-401
-3% -$39.1K 0.22% 89
2025
Q2 		$1.43M Buy
15,256
+11,554
+312% +$1.01M 0.23% 82
2025
Q1 		$326K Sell
3,702
-1,400
-27% -$129K 0.08% 151
2024
Q4 		$473K Sell
5,102
-95
-2% -$9.15K 0.12% 123
2024
Q3 		$504K Sell
5,197
-2,685
-34% -$246K 0.18% 93
2024
Q2 		$683K Sell
7,882
-58
-0.7% -$5.04K 0.25% 77
2024
Q1 		$714K Sell
7,940
-260
-3% -$22.3K 0.31% 76
2023
Q4 		$696K Sell
8,200
-1,150
-12% -$89.3K 0.34% 69
2023
Q3 		$709K Sell
9,350
-380
-4% -$30.3K 0.36% 52
2023
Q2 		$776K Sell
9,730
-320
-3% -$24.1K 0.38% 46
2023
Q1 		$742K Sell
10,050
-270
-3% -$19.2K 0.39% 50
2022
Q4 		$670K Sell
10,320
-1,455
-12% -$94.4K 0.39% 56
2022
Q3 		$706K Hold
11,775
– – 0.41% 43
2022
Q2 		$750K Buy
11,775
+325
+3% +$22.3K 0.47% 41
2022
Q1 		$855K Hold
11,450
– – 0.42% 49
2021
Q4 		$871K Hold
11,450
– – 0.41% 47
2021
Q3 		$839K Buy
11,450
+1,230
+12% +$92.6K 0.52% 37
2021
Q2 		$757K Buy
10,220
+2,815
+38% +$205K 0.46% 41
2021
Q1 		$513K Hold
7,405
– – 0.38% 56
2020
Q4 		$459K Buy
7,405
+315
+4% +$18.6K 0.38% 56
2020
Q3 		$387K Buy
+7,090
New +$387K 0.38% 58

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Newbridge Financial Services Group's MOAT Position: Q2 2026 in Review

Newbridge Financial Services Group increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 2% in Q2 2026, buying an estimated $7.28K and bringing the position to 3,627 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #183.

Newbridge Financial Services Group first reported a position in MOAT in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.47M in Q3 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Newbridge Financial Services Group held 3,627 shares of VanEck Morningstar Wide Moat ETF worth $377K as of Q2 2026.
  • Newbridge Financial Services Group bought 72 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $7.28K.
  • VanEck Morningstar Wide Moat ETF made up 0.05% of Newbridge Financial Services Group's portfolio in Q2 2026, its #183 holding.
  • Newbridge Financial Services Group first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's VanEck Morningstar Wide Moat ETF position peaked at $1.47M in Q3 2025.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.