FPF
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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
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

SIF
State Insurance Fund New York $216M AUM 16.13% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Pacific Financial's CVLC Position: Q1 2026 in Review

First Pacific Financial reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 0.82% in Q1 2026, selling an estimated $14.9K and leaving 21,539 shares worth $1.72M. The position accounts for 0.22% of the portfolio, ranked #53.

First Pacific Financial first reported a position in CVLC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.83M in Q4 2025. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

  • First Pacific Financial held 21,539 shares of Calvert US Large-Cap Core Responsible Index ETF worth $1.72M as of Q1 2026.
  • First Pacific Financial sold 178 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $14.9K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.22% of First Pacific Financial's portfolio in Q1 2026, its #53 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 10 quarters since.
  • First Pacific Financial's Calvert US Large-Cap Core Responsible Index ETF position peaked at $1.83M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on First Pacific Financial's 13F filing for Q1 2026, filed 23 Apr 2026.