Raymond James Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Raymond James Financial’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	$259M	Sell	2,683,485 -352,025	-12%	-$36.5M	0.08%	220
2025 Q4	$314M	Sell	3,035,510 -179,591	-6%	-$18.3M	0.1%	179
2025 Q3	$319M	Sell	3,215,101 -622,238	-16%	-$60.7M	0.1%	175
2025 Q2	$360M	Sell	3,837,339 -667,774	-15%	-$58.6M	0.12%	140
2025 Q1	$396M	Sell	4,505,113 -915,446	-17%	-$84.2M	0.15%	118
2024 Q4	$503M	Buy	+5,420,559	New	+$522M	0.19%	98

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

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

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 $79.5B AUM 27.1% 1-Year Est. Return

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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

Raymond James Financial's MOAT Position: Q1 2026 in Review

Raymond James Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 12% in Q1 2026, selling an estimated $36.5M and leaving 2,683,485 shares worth $259M. The position accounts for 0.08% of the portfolio, ranked #220.

Raymond James Financial first reported a position in MOAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $503M in Q4 2024. 721 funds tracked by Wall St. Rank hold MOAT as of Q1 2026.

Raymond James Financial held 2,683,485 shares of VanEck Morningstar Wide Moat ETF worth $259M as of Q1 2026.
Raymond James Financial sold 352,025 VanEck Morningstar Wide Moat ETF shares in Q1 2026, an estimated $36.5M.
VanEck Morningstar Wide Moat ETF made up 0.08% of Raymond James Financial's portfolio in Q1 2026, its #220 holding.
Raymond James Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's VanEck Morningstar Wide Moat ETF position peaked at $503M in Q4 2024.
721 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.