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Premier Financial Group’s TCW Transform 500 ETF VOTE Stock Holding History

Premier Financial Group’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
Q1 		$624K Buy
8,068
+18
+0.2% +$1.44K 0.11% 16
2025
Q4 		$649K Hold
8,050
– – 0.17% 16
2025
Q3 		$628K Hold
8,050
– – 0.17% 15
2025
Q2 		$608K Buy
+8,050
New +$541K 0.17% 15

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWT
Dorsey & Whitney Trust Sioux Falls, South Dakota $1.82B AUM 19.69% 1-Year Est. Return

Premier Financial Group's VOTE Position: Q1 2026 in Review

Premier Financial Group increased its TCW Transform 500 ETF (VOTE) stake by 0.22% in Q1 2026, buying an estimated $1.44K and bringing the position to 8,068 shares worth $624K. The position accounts for 0.11% of the portfolio, ranked #16.

Premier Financial Group first reported a position in VOTE in Q2 2025 and has held it in 4 quarters since. The position peaked at $649K in Q4 2025. 112 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Premier Financial Group held 8,068 shares of TCW Transform 500 ETF worth $624K as of Q1 2026.
  • Premier Financial Group bought 18 TCW Transform 500 ETF shares in Q1 2026, an estimated $1.44K.
  • TCW Transform 500 ETF made up 0.11% of Premier Financial Group's portfolio in Q1 2026, its #16 holding.
  • Premier Financial Group first reported a position in TCW Transform 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • Premier Financial Group's TCW Transform 500 ETF position peaked at $649K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Premier Financial Group's 13F filing for Q1 2026, filed 6 May 2026.