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Transamerica Financial Advisors’s Artisan Partners APAM Stock Holding History

Transamerica Financial Advisors’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1K Hold
32
– – ﹤0.01% 1468
2026
Q1 		$1.16K Sell
32
-2
-6% -$82 ﹤0.01% 1304
2025
Q4 		$1.39K Sell
34
-2
-6% -$85 ﹤0.01% 1195
2025
Q3 		$1.56K Buy
+36
New +$1.66K ﹤0.01% 1091

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Transamerica Financial Advisors's APAM Position: Q2 2026 in Review

Transamerica Financial Advisors held its Artisan Partners (APAM) position steady in Q2 2026 at 32 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Transamerica Financial Advisors first reported a position in APAM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.56K in Q3 2025. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Transamerica Financial Advisors held 32 shares of Artisan Partners worth $1.1K as of Q2 2026.
  • Transamerica Financial Advisors left its Artisan Partners share count unchanged in Q2 2026.
  • Artisan Partners made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1468 holding.
  • Transamerica Financial Advisors first reported a position in Artisan Partners in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's Artisan Partners position peaked at $1.56K in Q3 2025.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.