Raymond James Financial
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Raymond James Financial’s TCW Transform 500 ETF VOTE Stock Holding History

Raymond James Financial’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
Q2 		$243K Sell
2,752
-311
-10% -$26.5K ﹤0.01% 4944
2026
Q1 		$234K Buy
+3,063
New +$245K ﹤0.01% 4806
2025
Q3 		– Sell
-2,417
Closed -$176K – 6739
2025
Q2 		$176K Buy
+2,417
New +$162K ﹤0.01% 4584

Other funds holding VOTE

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

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

Raymond James Financial reduced its TCW Transform 500 ETF (VOTE) stake by 10% in Q2 2026, selling an estimated $26.5K and leaving 2,752 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #4944.

Raymond James Financial first reported a position in VOTE in Q2 2025 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Raymond James Financial held 2,752 shares of TCW Transform 500 ETF worth $243K as of Q2 2026.
  • Raymond James Financial sold 311 TCW Transform 500 ETF shares in Q2 2026, an estimated $26.5K.
  • TCW Transform 500 ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4944 holding.
  • Raymond James Financial first reported a position in TCW Transform 500 ETF in Q2 2025 and has held it in 3 quarters since.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

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