Thomasville National Bank’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Thomasville National Bank’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
2025 Q1	–	Sell	-2,234	Closed	-$207K	–	238
2024 Q4	$207K	Hold	2,234	–	–	0.01%	226
2024 Q3	$217K	Buy	+2,234	New	+$204K	0.02%	225
2024 Q2	–	Sell	-2,234	Closed	-$201K	–	239
2024 Q1	$201K	Buy	+2,234	New	+$192K	0.02%	230

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Thomasville National Bank's MOAT Position: Q1 2025 in Review

Thomasville National Bank sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q1 2025, closing a stake of 2,234 shares — an estimated $207K sold.

Thomasville National Bank first reported a position in MOAT in Q1 2024 and held it in 3 quarters. The position peaked at $217K in Q3 2024. 706 funds tracked by Wall St. Rank hold MOAT as of Q1 2025.

Thomasville National Bank reported no remaining VanEck Morningstar Wide Moat ETF position as of Q1 2025 after selling out during the quarter.
Thomasville National Bank sold 2,234 VanEck Morningstar Wide Moat ETF shares in Q1 2025, an estimated $207K.
Thomasville National Bank first reported a position in VanEck Morningstar Wide Moat ETF in Q1 2024 and held it in 3 quarters.
Thomasville National Bank's VanEck Morningstar Wide Moat ETF position peaked at $217K in Q3 2024.
706 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q1 2025.

Based on Thomasville National Bank's 13F filing for Q1 2025, filed 16 Apr 2025.