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Southern Farm Bureau Life Insurance’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Southern Farm Bureau Life Insurance’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 		$115M Hold
1,107,967
– – 11.02% 4
2026
Q1 		$107M Hold
1,107,967
– – 11.31% 3
2025
Q4 		$115M Buy
1,107,967
+262,940
+31% +$26.9M 11.85% 3
2025
Q3 		$83.8M Hold
845,027
– – 9.88% 4
2025
Q2 		$79.3M Hold
845,027
– – 10.14% 4
2025
Q1 		$74.3M Hold
845,027
– – 10.91% 3
2024
Q4 		$78.3M Hold
845,027
– – 11.13% 3
2024
Q3 		$81.9M Hold
845,027
– – 12.88% 3
2024
Q2 		$73.2M Hold
845,027
– – 12.03% 3
2024
Q1 		$76M Hold
845,027
– – 12.57% 3
2023
Q4 		$71.7M Hold
845,027
– – 12.4% 3
2023
Q3 		$64.1M Hold
845,027
– – 11.35% 3
2023
Q2 		$67.4M Hold
845,027
– – 10.84% 3
2023
Q1 		$57.8M Buy
845,027
+212,140
+34% +$15.1M 9.76% 4
2022
Q4 		$40.7M Buy
632,887
+102,390
+19% +$6.64M 6.54% 5
2022
Q3 		$32.2M Buy
530,497
+125,635
+31% +$8.45M 5.32% 6
2022
Q2 		$25.8M Buy
+404,862
New +$27.8M 3.82% 7

Other funds holding MOAT

MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Southern Farm Bureau Life Insurance's MOAT Position: Q2 2026 in Review

Southern Farm Bureau Life Insurance held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 1,107,967 shares worth $115M. The position accounts for 11.02% of the portfolio, ranked #4.

Southern Farm Bureau Life Insurance first reported a position in MOAT in Q2 2022 and has held it in 17 quarters since. 369 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Southern Farm Bureau Life Insurance held 1,107,967 shares of VanEck Morningstar Wide Moat ETF worth $115M as of Q2 2026.
  • Southern Farm Bureau Life Insurance left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
  • VanEck Morningstar Wide Moat ETF made up 11.02% of Southern Farm Bureau Life Insurance's portfolio in Q2 2026, its #4 holding.
  • Southern Farm Bureau Life Insurance first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2022 and has held it in 17 quarters since.
  • 369 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Southern Farm Bureau Life Insurance's 13F filing for Q2 2026, filed 29 Jul 2026.