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 Q3	$3.62M	Sell	34,269 -3,681	-10%	-$403K	0.26%	58
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

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Harbor Group Bedford, New Hampshire $849M AUM 6.91% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

BFA

Buttonwood Financial Advisors Baltimore, Maryland $331M AUM 17.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return

Tompkins Financial's MOAT Position: Q3 2026 in Review

Tompkins Financial reduced its VanEck Morningstar Wide Moat ETF (MOAT) stake by 9.7% in Q3 2026, selling an estimated $403K and leaving 34,269 shares worth $3.62M. The position accounts for 0.26% of the portfolio, ranked #58.

Tompkins Financial first reported a position in MOAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $33.1M in Q3 2024. 118 funds tracked by Wall St. Rank hold MOAT as of Q3 2026.

Tompkins Financial held 34,269 shares of VanEck Morningstar Wide Moat ETF worth $3.62M as of Q3 2026.
Tompkins Financial sold 3,681 VanEck Morningstar Wide Moat ETF shares in Q3 2026, an estimated $403K.
VanEck Morningstar Wide Moat ETF made up 0.26% of Tompkins Financial's portfolio in Q3 2026, its #58 holding.
Tompkins Financial first reported a position in VanEck Morningstar Wide Moat ETF in Q4 2023 and has held it in 12 quarters since.
Tompkins Financial's VanEck Morningstar Wide Moat ETF position peaked at $33.1M in Q3 2024.
118 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.