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Patriot Financial Group Insurance Agency’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Patriot Financial Group Insurance Agency’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 		$455K Sell
4,380
-3,290
-43% -$333K 0.05% 324
2026
Q1 		$742K Buy
7,670
+4,152
+118% +$430K 0.04% 361
2025
Q4 		$364K Sell
3,518
-137
-4% -$14K 0.04% 351
2025
Q3 		$362K Buy
3,655
+474
+15% +$46.2K 0.05% 346
2025
Q2 		$298K Sell
3,181
-472
-13% -$41.4K 0.03% 409
2025
Q1 		$321K Buy
3,653
+267
+8% +$24.6K 0.04% 374
2024
Q4 		$314K Sell
3,386
-2,487
-42% -$240K 0.04% 364
2024
Q3 		$569K Sell
5,873
-473
-7% -$43.3K 0.08% 273
2024
Q2 		$550K Sell
6,346
-987
-13% -$85.8K 0.08% 260
2024
Q1 		$659K Sell
7,333
-175
-2% -$15K 0.1% 214
2023
Q4 		$637K Sell
7,508
-13,590
-64% -$1.06M 0.12% 206
2023
Q3 		$1.6M Buy
21,098
+2,766
+15% +$220K 0.33% 66
2023
Q2 		$1.46M Sell
18,332
-648
-3% -$48.8K 0.28% 84
2023
Q1 		$1.4M Sell
18,980
-6,007
-24% -$426K 0.28% 79
2022
Q4 		$1.62M Sell
24,987
-915
-4% -$59.3K 0.22% 60
2022
Q3 		$1.55M Buy
25,902
+299
+1% +$20.1K 0.38% 59
2022
Q2 		$1.63M Buy
25,603
+995
+4% +$68.3K 0.33% 60
2022
Q1 		$1.84M Buy
24,608
+1,405
+6% +$104K 0.33% 60
2021
Q4 		$1.77M Sell
23,203
-360
-2% -$27.3K 0.29% 68
2021
Q3 		$1.73M Buy
23,563
+2,449
+12% +$184K 0.31% 61
2021
Q2 		$1.56M Buy
21,114
+1,000
+5% +$72.8K 0.29% 73
2021
Q1 		$1.39M Buy
20,114
+15,672
+353% +$1.03M 0.32% 56
2020
Q4 		$275K Buy
4,442
+2,135
+93% +$126K 0.07% 275
2020
Q3 		$126K Sell
2,307
-255
-10% -$13.9K 0.04% 350
2020
Q2 		$134K Buy
2,562
+1,081
+73% +$53.8K 0.05% 289
2020
Q1 		$65K Sell
1,481
-469
-24% -$24.1K 0.03% 398
2019
Q4 		$107K Sell
1,950
-2,435
-56% -$129K 0.04% 331
2019
Q3 		$220K Sell
4,385
-2,073
-32% -$102K 0.1% 189
2019
Q2 		$313K Sell
6,458
-178
-3% -$8.43K 0.14% 133
2019
Q1 		$310K Buy
6,636
+62
+0.9% +$2.8K 0.16% 117
2018
Q4 		$271K Hold
6,574
– – 0.18% 97
2018
Q3 		$307K Buy
6,574
+511
+8% +$23.3K 0.18% 84
2018
Q2 		$264K Sell
6,063
-1,099
-15% -$46.8K 0.28% 60
2018
Q1 		$290K Buy
7,162
+990
+16% +$43K 0.21% 98
2017
Q4 		$268K Sell
6,172
-198
-3% -$8.17K 0.2% 99
2017
Q3 		$258K Hold
6,370
– – 0.23% 86
2017
Q2 		$250K Hold
6,370
– – 0.26% 74
2017
Q1 		$237K Hold
6,370
– – 0.25% 71
2016
Q4 		$227K Buy
+6,370
New +$219K 0.31% 61

Other funds holding MOAT

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
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MOAT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 43% in Q2 2026, selling an estimated $333K and leaving 4,380 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #324.

Patriot Financial Group Insurance Agency first reported a position in MOAT in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.84M in Q1 2022. 469 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,380 shares of VanEck Morningstar Wide Moat ETF worth $455K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,290 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $333K.
  • VanEck Morningstar Wide Moat ETF made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #324 holding.
  • Patriot Financial Group Insurance Agency first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's VanEck Morningstar Wide Moat ETF position peaked at $1.84M in Q1 2022.
  • 469 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.