TFC Financial Management
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TFC Financial Management’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

TFC Financial Management’s Portfolio CVMC Stock Details CVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.54M Buy
62,254
+1,106
+2% +$84.2K 0.51% 17
2026
Q2 		$4.66M Buy
+61,148
New +$4.34M 0.52% 19

Other funds holding CVMC

First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Archer Investment Management
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Summit Global Investments
Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return
Lincoln Capital Corp
Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

TFC Financial Management's CVMC Position: Q3 2026 in Review

TFC Financial Management increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 1.8% in Q3 2026, buying an estimated $84.2K and bringing the position to 62,254 shares worth $4.54M. The position accounts for 0.51% of the portfolio, ranked #17.

TFC Financial Management first reported a position in CVMC in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.66M in Q2 2026. 19 funds tracked by Wall St. Rank hold CVMC as of Q3 2026.

  • TFC Financial Management held 62,254 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $4.54M as of Q3 2026.
  • TFC Financial Management bought 1,106 Calvert US Mid-Cap Core Responsible Index ETF shares in Q3 2026, an estimated $84.2K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up 0.51% of TFC Financial Management's portfolio in Q3 2026, its #17 holding.
  • TFC Financial Management first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q2 2026 and has held it in 2 quarters since.
  • TFC Financial Management's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $4.66M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.