Raymond James Financial
CVMC icon

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

Raymond James Financial’s Portfolio CVMC Stock Details CVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.54M Buy
+21,030
New +$1.6M ﹤0.01% 3703

Other funds holding CVMC

First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return
Joel Adams & Associates
Joel Adams & Associates Asheville, North Carolina $158M AUM 8.2% 1-Year Est. Return
Ameritas Investment Partners
Ameritas Investment Partners Lincoln, Nebraska $3.66B AUM 35.13% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Raymond James Financial's CVMC Position: Q3 2026 in Review

Raymond James Financial opened a new position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q3 2026: 21,030 shares worth $1.54M. The stake represents ﹤0.01% of the portfolio and ranks #3703 among its holdings.

56 funds tracked by Wall St. Rank hold CVMC as of Q3 2026.

  • Raymond James Financial held 21,030 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $1.54M as of Q3 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF was a new Raymond James Financial position in Q3 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #3703 holding.
  • 56 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.