Souders Financial Advisors’s TransDigm Group TDG Stock Holding History

Souders Financial Advisors’s Portfolio TDG Stock Details TDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Buy	771 +5	+0.7%	+$6.14K	0.1%	97
2026 Q1	$888K	Buy	766 +73	+11%	+$95.7K	0.1%	104
2025 Q4	$922K	Sell	693 -7	-1%	-$9.18K	0.11%	92
2025 Q3	$923K	Buy	700 +208	+42%	+$297K	0.11%	94
2025 Q2	$748K	Sell	492 -41	-8%	-$57.6K	0.1%	106
2025 Q1	$737K	Sell	533 -156	-23%	-$208K	0.1%	110
2024 Q4	$873K	Sell	689 -108	-14%	-$142K	0.12%	105
2024 Q3	$1.14M	Buy	797 +8	+1%	+$10.4K	0.16%	94
2024 Q2	$1.01M	Buy	789 +22	+3%	+$28.2K	0.15%	96
2024 Q1	$945K	Buy	767 +8	+1%	+$9.01K	0.15%	94
2023 Q4	$768K	Buy	759 +41	+6%	+$37.8K	0.13%	101
2023 Q3	$605K	Sell	718 -52	-7%	-$45.6K	0.12%	111
2023 Q2	$689K	Buy	+770	New	+$609K	0.13%	103

Other funds holding TDG

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Souders Financial Advisors's TDG Position: Q2 2026 in Review

Souders Financial Advisors increased its TransDigm Group (TDG) stake by 0.65% in Q2 2026, buying an estimated $6.14K and bringing the position to 771 shares worth $1.03M. The position accounts for 0.1% of the portfolio, ranked #97.

Souders Financial Advisors first reported a position in TDG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.14M in Q3 2024. 558 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Souders Financial Advisors held 771 shares of TransDigm Group worth $1.03M as of Q2 2026.
Souders Financial Advisors bought 5 TransDigm Group shares in Q2 2026, an estimated $6.14K.
TransDigm Group made up 0.1% of Souders Financial Advisors's portfolio in Q2 2026, its #97 holding.
Souders Financial Advisors first reported a position in TransDigm Group in Q2 2023 and has held it in 13 quarters since.
Souders Financial Advisors's TransDigm Group position peaked at $1.14M in Q3 2024.
558 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.