Stifel Financial
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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
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 $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $3.25B AUM 14.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 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

Stifel Financial's VOTE Position: Q1 2026 in Review

Stifel Financial increased its TCW Transform 500 ETF (VOTE) stake by 4.5% in Q1 2026, buying an estimated $31.2K and bringing the position to 9,154 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #2661.

Stifel Financial first reported a position in VOTE in Q3 2024 and has held it in 7 quarters since. The position peaked at $703K in Q4 2025. 111 funds tracked by Wall St. Rank hold VOTE as of Q1 2026.

  • Stifel Financial held 9,154 shares of TCW Transform 500 ETF worth $698K as of Q1 2026.
  • Stifel Financial bought 391 TCW Transform 500 ETF shares in Q1 2026, an estimated $31.2K.
  • TCW Transform 500 ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2661 holding.
  • Stifel Financial first reported a position in TCW Transform 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • Stifel Financial's TCW Transform 500 ETF position peaked at $703K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.