AIFS
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A&I Financial Services’s TCW Transform 500 ETF VOTE Stock Holding History

A&I Financial Services’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.74M Sell
42,458
-1,390
-3% -$119K 1.63% 14
2026
Q1 		$3.35M Sell
43,848
-1,257
-3% -$100K 1.58% 12
2025
Q4 		$3.62M Buy
45,105
+1,579
+4% +$126K 1.72% 13
2025
Q3 		$3.43M Buy
43,526
+268
+0.6% +$20.2K 1.67% 13
2025
Q2 		$3.15M Buy
43,258
+1,960
+5% +$132K 1.78% 12
2025
Q1 		$2.7M Buy
41,298
+2,480
+6% +$171K 1.83% 11
2024
Q4 		$2.67M Buy
+38,818
New +$2.68M 2.6% 6

Other funds holding VOTE

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $134M AUM
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FF
Frankly Finances Winter Park, Florida $127M AUM
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

A&I Financial Services's VOTE Position: Q2 2026 in Review

A&I Financial Services reduced its TCW Transform 500 ETF (VOTE) stake by 3.2% in Q2 2026, selling an estimated $119K and leaving 42,458 shares worth $3.74M. The position accounts for 1.63% of the portfolio, ranked #14.

A&I Financial Services first reported a position in VOTE in Q4 2024 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • A&I Financial Services held 42,458 shares of TCW Transform 500 ETF worth $3.74M as of Q2 2026.
  • A&I Financial Services sold 1,390 TCW Transform 500 ETF shares in Q2 2026, an estimated $119K.
  • TCW Transform 500 ETF made up 1.63% of A&I Financial Services's portfolio in Q2 2026, its #14 holding.
  • A&I Financial Services first reported a position in TCW Transform 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 12 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.