Transamerica Financial Advisors, LLC quarter change: USA Other Stocks, Unchanged
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Transamerica Financial Advisors, LLC opened 0 positions, added to 0, reduced 1, sold out of 8 and left 1 unchanged. The largest increase in value was SINOVAC BIOTECH LTD ($0); the largest decrease was GATES INDL CORP PLC (-$28,511).
- SINOVAC BIOTECH LTD: Country of operation —; Class SHS; Shares 2026-03-31 1; Shares 2026-06-30 1.
Two Form 13F-HR filings compared (SEC CIK 1502149): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Journey Advisory Group, LLC | United States | $1.173B | 244 |
| Everhart Financial Group, Inc. | United States | $1.174B | 464 |
| Crewe Advisors LLC | United States | $1.172B | 1,038 |
| Broad Bay Capital Management, LP | United States | $1.176B | 26 |
| Fiduciary Group, LLC | United States | $1.171B | 297 |
| Oxbow Advisors, LLC | United States | $1.177B | 245 |
| MCDANIEL TERRY & CO | United States | $1.177B | 81 |
| Park West Asset Management LLC | United States | $1.178B | 52 |
| One William Street Capital Management, L.P. | United States | $1.179B | 16 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | Poland | $1.179B | 51 |