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CFG Wealth Management Services’s Transmedics TMDX Stock Holding History

CFG Wealth Management Services’s Portfolio TMDX Stock Details TMDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$466K Hold
4,689
– – 0.44% 28
2026
Q1 		$466K Buy
+4,689
New +$612K 0.42% 28

Other funds holding TMDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

CFG Wealth Management Services's TMDX Position: Q2 2026 in Review

CFG Wealth Management Services held its Transmedics (TMDX) position steady in Q2 2026 at 4,689 shares worth $466K. The position accounts for 0.44% of the portfolio, ranked #28.

CFG Wealth Management Services first reported a position in TMDX in Q1 2026 and has held it in 2 quarters since. 371 funds tracked by Wall St. Rank hold TMDX as of Q2 2026.

  • CFG Wealth Management Services held 4,689 shares of Transmedics worth $466K as of Q2 2026.
  • CFG Wealth Management Services left its Transmedics share count unchanged in Q2 2026.
  • Transmedics made up 0.44% of CFG Wealth Management Services's portfolio in Q2 2026, its #28 holding.
  • CFG Wealth Management Services first reported a position in Transmedics in Q1 2026 and has held it in 2 quarters since.
  • 371 funds tracked by Wall St. Rank held Transmedics as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.