CVMC · Insider trading · 13F holders · Congress trades
Calvert US Mid-Cap Core Responsible Inde (CVMC)
Who is buying and selling CVMC: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 7
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CVMC at a glance
- No open-market insider purchases or sales of CVMC were filed in the last 90 days.
- 7 13F filers hold CVMC among their 50 largest positions, worth $33.7M combined. The biggest bets by portfolio weight are First Pacific Financial (1.9%), North Berkeley Wealth Management, LLC (1.6%) and Joel Adams & Associates, Inc. (1.5%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in CVMC.
CVMC insider trading
No open-market insider purchases or sales of CVMC were filed in the last 90 days.
Who owns CVMC? Hedge funds and superinvestors
7 13F filers hold CVMC among their 50 largest positions, worth $33.7M combined. The biggest bets by portfolio weight are First Pacific Financial (1.9%), North Berkeley Wealth Management, LLC (1.6%) and Joel Adams & Associates, Inc. (1.5%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| First Pacific FinancialWealth manager | 1.9% | $18.8M | 257,537 | +0.6% shares | Q3 2026 |
| TFC Financial Management, Inc.Wealth manager | 0.5% | $4.5M | 62,254 | +1.8% shares | Q3 2026 |
| North Berkeley Wealth Management, LLCWealth manager | 1.6% | $4.0M | 52,819 | +38.0% shares | Q2 2026 |
| Natural Investments, LLCWealth manager | 0.6% | $2.5M | 33,504 | +6.8% shares | Q2 2026 |
| Joel Adams & Associates, Inc.Wealth manager | 1.5% | $2.3M | 29,926 | +16.3% shares | Q2 2026 |
| Sandbox Financial Partners, LLCWealth manager | 0.3% | $972K | 15,186 | — | Q1 2026 |
| RMG Wealth Management LLCWealth manager | 0.1% | $551K | 7,327 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 3, Q2 2026: 3, Q1 2026: 1). Screen CVMC in the grand portfolio →
CVMC stock trades by members of Congress
No member of Congress has disclosed a trade in CVMC.
CVMC questions and answers
Are insiders buying CVMC stock?
No open-market insider purchases or sales of CVMC were filed in the last 90 days.
Which hedge funds own CVMC?
7 13F filers hold CVMC among their 50 largest positions, worth $33.7M combined. The biggest bets by portfolio weight are First Pacific Financial (1.9%), North Berkeley Wealth Management, LLC (1.6%) and Joel Adams & Associates, Inc. (1.5%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded CVMC?
No member of Congress has disclosed a trade in CVMC.
Who is the largest holder of CVMC?
Among 13F filers, First Pacific Financial reports the largest CVMC position, $18.8M (257,537 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is First Pacific Financial's: 1.9% of its portfolio.
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