First Pacific Financial’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

First Pacific Financial’s Portfolio CVLC Stock Details CVLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.95M	Sell	20,579 -259	-1%	-$24.6K	0.2%	65
2026 Q2	$1.97M	Sell	20,838 -701	-3%	-$63.4K	0.23%	53
2026 Q1	$1.72M	Sell	21,539 -178	-0.8%	-$14.9K	0.22%	53
2025 Q4	$1.83M	Buy	21,717 +12,851	+145%	+$1.07M	0.24%	54
2025 Q3	$726K	Buy	8,866 +1,218	+16%	+$96.5K	0.1%	104
2025 Q2	$585K	Buy	7,648 +1,460	+24%	+$103K	0.09%	117
2025 Q1	$427K	Sell	6,188 -3,428	-36%	-$251K	0.09%	110
2024 Q4	$705K	Buy	9,616 +852	+10%	+$62.8K	0.16%	92
2024 Q3	$628K	Buy	8,764 +1,373	+19%	+$94.6K	0.15%	96
2024 Q2	$502K	Buy	7,391 +171	+2%	+$11.2K	0.13%	95
2024 Q1	$474K	Buy	7,220 +6,374	+753%	+$398K	0.13%	93
2023 Q4	$50.5K	Buy	+846	New	+$46.9K	0.02%	175

Other funds holding CVLC

State Insurance Fund New York $255M AUM 15.6% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

Fulcrum Capital Seattle, Washington $525M AUM 23.04% 1-Year Est. Return

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Kondo Wealth Advisors Pasadena, California $300M AUM 14.14% 1-Year Est. Return

First Pacific Financial's CVLC Position: Q3 2026 in Review

First Pacific Financial reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 1.2% in Q3 2026, selling an estimated $24.6K and leaving 20,579 shares worth $1.95M. The position accounts for 0.2% of the portfolio, ranked #65.

First Pacific Financial first reported a position in CVLC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.97M in Q2 2026. 20 funds tracked by Wall St. Rank hold CVLC as of Q3 2026.

First Pacific Financial held 20,579 shares of Calvert US Large-Cap Core Responsible Index ETF worth $1.95M as of Q3 2026.
First Pacific Financial sold 259 Calvert US Large-Cap Core Responsible Index ETF shares in Q3 2026, an estimated $24.6K.
Calvert US Large-Cap Core Responsible Index ETF made up 0.2% of First Pacific Financial's portfolio in Q3 2026, its #65 holding.
First Pacific Financial first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2023 and has held it in 12 quarters since.
First Pacific Financial's Calvert US Large-Cap Core Responsible Index ETF position peaked at $1.97M in Q2 2026.
20 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.