Stifel Financial
VOTE icon

Stifel Financial’s TCW Transform 500 ETF VOTE Stock Holding History

Stifel 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 		$819K Buy
9,286
+132
+1% +$11.3K ﹤0.01% 2679
2026
Q1 		$698K Buy
9,154
+391
+4% +$31.2K ﹤0.01% 2661
2025
Q4 		$703K Sell
8,763
-139
-2% -$11.1K ﹤0.01% 2669
2025
Q3 		$699K Sell
8,902
-39
-0.4% -$2.94K ﹤0.01% 2605
2025
Q2 		$650K Buy
8,941
+50
+0.6% +$3.36K ﹤0.01% 2608
2025
Q1 		$581K Buy
8,891
+15
+0.2% +$1.04K ﹤0.01% 2593
2024
Q4 		$611K Buy
8,876
+414
+5% +$28.6K ﹤0.01% 2561
2024
Q3 		$567K Buy
+8,462
New +$547K ﹤0.01% 2606

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

Stifel Financial's VOTE Position: Q2 2026 in Review

Stifel Financial increased its TCW Transform 500 ETF (VOTE) stake by 1.4% in Q2 2026, buying an estimated $11.3K and bringing the position to 9,286 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #2679.

Stifel Financial first reported a position in VOTE in Q3 2024 and has held it in 8 quarters since. 112 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Stifel Financial held 9,286 shares of TCW Transform 500 ETF worth $819K as of Q2 2026.
  • Stifel Financial bought 132 TCW Transform 500 ETF shares in Q2 2026, an estimated $11.3K.
  • TCW Transform 500 ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2679 holding.
  • Stifel Financial first reported a position in TCW Transform 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • 112 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.