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

Rossby 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 		$23M Buy
242,957
+23,762
+11% +$2.15M 4.2% 2
2026
Q1 		$17.7M Buy
219,195
+45,174
+26% +$3.79M 3.62% 2
2025
Q4 		$14.7M Buy
174,021
+11,921
+7% +$995K 4.52% 2
2025
Q3 		$13.3M Buy
162,100
+16,492
+11% +$1.31M 4.35% 2
2025
Q2 		$11.1M Buy
145,608
+10,240
+8% +$724K 4.11% 2
2025
Q1 		$9.21M Buy
135,368
+36,832
+37% +$2.7M 3.88% 1
2024
Q4 		$7.23M Buy
+98,536
New +$7.27M 4.47% 2

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rossby Financial's CVLC Position: Q2 2026 in Review

Rossby Financial increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 11% in Q2 2026, buying an estimated $2.15M and bringing the position to 242,957 shares worth $23M. The position accounts for 4.2% of the portfolio, ranked #2.

Rossby Financial first reported a position in CVLC in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Rossby Financial held 242,957 shares of Calvert US Large-Cap Core Responsible Index ETF worth $23M as of Q2 2026.
  • Rossby Financial bought 23,762 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $2.15M.
  • Calvert US Large-Cap Core Responsible Index ETF made up 4.2% of Rossby Financial's portfolio in Q2 2026, its #2 holding.
  • Rossby 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.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.