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

SBI 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 		$16.5K Buy
159
+75
+89% +$7.58K ﹤0.01% 1617
2026
Q1 		$8.12K Buy
84
+30
+56% +$3.11K ﹤0.01% 1819
2025
Q4 		$5.59K Sell
54
-8
-13% -$817 ﹤0.01% 1975
2025
Q3 		$6.14K Hold
62
– – ﹤0.01% 1963
2025
Q2 		$5.82K Sell
62
-8
-11% -$702 ﹤0.01% 1915
2025
Q1 		$6.16K Buy
70
+9
+15% +$828 ﹤0.01% 1809
2024
Q4 		$5.66K Buy
+61
New +$5.88K ﹤0.01% 1885

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

SBI Securities's MOAT Position: Q2 2026 in Review

SBI Securities increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 89% in Q2 2026, buying an estimated $7.58K and bringing the position to 159 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

SBI Securities first reported a position in MOAT in Q4 2024 and has held it in 7 quarters since. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • SBI Securities held 159 shares of VanEck Morningstar Wide Moat ETF worth $16.5K as of Q2 2026.
  • SBI Securities bought 75 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $7.58K.
  • VanEck Morningstar Wide Moat ETF made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1617 holding.
  • SBI Securities first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2024 and has held it in 7 quarters since.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.