Raymond James Financial
CVLC icon

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

Raymond James 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
Q2 		$11.3M Buy
119,837
+10,769
+10% +$974K ﹤0.01% 2042
2026
Q1 		$8.73M Buy
109,068
+13,066
+14% +$1.1M ﹤0.01% 2132
2025
Q4 		$8.09M Buy
96,002
+4,924
+5% +$411K ﹤0.01% 2139
2025
Q3 		$7.46M Buy
91,078
+6,377
+8% +$505K ﹤0.01% 2154
2025
Q2 		$6.48M Sell
84,701
-23,807
-22% -$1.68M ﹤0.01% 2193
2025
Q1 		$7.48M Sell
108,508
-3,634
-3% -$266K ﹤0.01% 2028
2024
Q4 		$8.22M Buy
+112,142
New +$8.27M ﹤0.01% 1993

Other funds holding CVLC

SIF
State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

Raymond James Financial's CVLC Position: Q2 2026 in Review

Raymond James Financial increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 9.9% in Q2 2026, buying an estimated $974K and bringing the position to 119,837 shares worth $11.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Raymond James Financial first reported a position in CVLC in Q4 2024 and has held it in 7 quarters since. 87 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Raymond James Financial held 119,837 shares of Calvert US Large-Cap Core Responsible Index ETF worth $11.3M as of Q2 2026.
  • Raymond James Financial bought 10,769 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $974K.
  • Calvert US Large-Cap Core Responsible Index ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2042 holding.
  • Raymond James Financial first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 87 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.