Tompkins Financial’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Tompkins Financial’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	$3.95M	Sell	37,950 -1,166	-3%	-$118K	0.28%	60
2026 Q1	$3.78M	Sell	39,116 -6,112	-14%	-$634K	0.3%	56
2025 Q4	$4.68M	Sell	45,228 -777	-2%	-$79.4K	0.36%	57
2025 Q3	$4.56M	Sell	46,005 -5,507	-11%	-$537K	0.38%	55
2025 Q2	$4.83M	Sell	51,512 -24,534	-32%	-$2.15M	0.44%	54
2025 Q1	$6.69M	Sell	76,046 -265,999	-78%	-$24.5M	0.64%	45
2024 Q4	$31.7M	Buy	342,045 +621	+0.2%	+$59.8K	2.95%	6
2024 Q3	$33.1M	Sell	341,424 -2,736	-0.8%	-$250K	3.17%	5
2024 Q2	$29.8M	Buy	344,160 +9,899	+3%	+$860K	3.12%	6
2024 Q1	$30.1M	Buy	334,261 +17,738	+6%	+$1.52M	3.4%	5
2023 Q4	$26.9M	Buy	+316,523	New	+$24.6M	3.25%	5

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

Tompkins Financial's MOAT Position: Q2 2026 in Review

Tompkins Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 3% in Q2 2026, selling an estimated $118K and leaving 37,950 shares worth $3.95M. The position accounts for 0.28% of the portfolio, ranked #60.

Tompkins Financial first reported a position in MOAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $33.1M in Q3 2024. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

Tompkins Financial held 37,950 shares of VanEck Morningstar Wide Moat ETF worth $3.95M as of Q2 2026.
Tompkins Financial sold 1,166 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $118K.
VanEck Morningstar Wide Moat ETF made up 0.28% of Tompkins Financial's portfolio in Q2 2026, its #60 holding.
Tompkins Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 11 quarters since.
Tompkins Financial's VanEck Morningstar Wide Moat ETF position peaked at $33.1M in Q3 2024.
728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.