SouthState Corp’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

SouthState Corp’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	$35.6K	Hold	342	–	–	﹤0.01%	536
2026 Q1	$33.1K	Sell	342 -11,975	-97%	-$1.24M	﹤0.01%	508
2025 Q4	$1.28M	Buy	12,317 +12,309	+153,863%	+$1.26M	0.06%	182
2025 Q3	$793	Hold	8	–	–	﹤0.01%	1128
2025 Q2	$750	Sell	8 -1,803	-100%	-$158K	﹤0.01%	1331
2025 Q1	$159K	Buy	+1,811	New	+$167K	0.01%	362

Other funds holding MOAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SouthState Corp's MOAT Position: Q2 2026 in Review

SouthState Corp held its VanEck Morningstar Wide Moat ETF (MOAT) position steady in Q2 2026 at 342 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

SouthState Corp first reported a position in MOAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.28M in Q4 2025. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

SouthState Corp held 342 shares of VanEck Morningstar Wide Moat ETF worth $35.6K as of Q2 2026.
SouthState Corp left its VanEck Morningstar Wide Moat ETF share count unchanged in Q2 2026.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #536 holding.
SouthState Corp first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2025 and has held it in 6 quarters since.
SouthState Corp's VanEck Morningstar Wide Moat ETF position peaked at $1.28M in Q4 2025.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.