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
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 $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $3.7B AUM 16.56% 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

Raymond James Financial's VOTE Position: Q1 2026 in Review

Raymond James Financial opened a new position in TCW Transform 500 ETF (VOTE) in Q1 2026: 3,063 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #4806 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in VOTE as recently as Q2 2025.

Raymond James Financial first reported a position in VOTE in Q2 2025 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Raymond James Financial held 3,063 shares of TCW Transform 500 ETF worth $234K as of Q1 2026.
  • TCW Transform 500 ETF was a new Raymond James Financial position in Q1 2026.
  • TCW Transform 500 ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4806 holding.
  • Raymond James Financial first reported a position in TCW Transform 500 ETF in Q2 2025 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.