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Roble Belko & Company’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Roble Belko & Company’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 		$281K Hold
2,700
– – 0.03% 115
2026
Q1 		$261K Hold
2,700
– – 0.03% 117
2025
Q4 		$280K Buy
+2,700
New +$276K 0.04% 102

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

Roble Belko & Company's MOAT Position: Q2 2026 in Review

Roble Belko & Company held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 2,700 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #115.

Roble Belko & Company first reported a position in MOAT in Q4 2025 and has held it in 3 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Roble Belko & Company held 2,700 shares of VanEck Morningstar Wide Moat ETF worth $281K as of Q2 2026.
  • Roble Belko & Company left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 0.03% of Roble Belko & Company's portfolio in Q2 2026, its #115 holding.
  • Roble Belko & Company first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2025 and has held it in 3 quarters since.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.