StoneX Group’s TCW Transform 500 ETF VOTE Stock Holding History

StoneX Group’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 Q3	$447K	Buy	+4,970	New	+$445K	0.02%	746

Other funds holding VOTE

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Fairman Group Chesterbrook, Pennsylvania $140M AUM 10.49% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

St Louis Trust Saint Louis, Missouri $960M AUM 18.88% 1-Year Est. Return

StoneX Group's VOTE Position: Q3 2026 in Review

StoneX Group opened a new position in TCW Transform 500 ETF (VOTE) in Q3 2026: 4,970 shares worth $447K. The stake represents 0.02% of the portfolio and ranks #746 among its holdings.

46 funds tracked by Wall St. Rank hold VOTE as of Q3 2026.

StoneX Group held 4,970 shares of TCW Transform 500 ETF worth $447K as of Q3 2026.
TCW Transform 500 ETF was a new StoneX Group position in Q3 2026.
TCW Transform 500 ETF made up 0.02% of StoneX Group's portfolio in Q3 2026, its #746 holding.
46 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q3 2026.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.