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Transamerica Financial Advisors’s Baker Hughes BKR Stock Holding History

Transamerica Financial Advisors’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240K Sell
4,324
-819
-16% -$51.8K 0.02% 392
2026
Q1 		$314K Buy
5,143
+721
+16% +$41.7K 0.03% 330
2025
Q4 		$201K Buy
4,422
+1,513
+52% +$71.7K 0.02% 362
2025
Q3 		$142K Sell
2,909
-101,925
-97% -$4.5M 0.01% 366
2025
Q2 		$4.02M Sell
104,834
-5,448
-5% -$206K 0.38% 67
2025
Q1 		$4.85M Buy
110,282
+9,640
+10% +$430K 0.49% 50
2024
Q4 		$4.13M Buy
+100,642
New +$4.06M 0.41% 65
2023
Q1 		– Sell
-1
Closed -$1K – 617
2022
Q4 		$1K Hold
1
– – ﹤0.01% 433
2022
Q3 		$1K Hold
1
– – ﹤0.01% 408
2022
Q2 		$1K Buy
+1
New +$34 ﹤0.01% 416
2020
Q3 		– Sell
-426
Closed -$7K – 204
2020
Q2 		$7K Buy
+426
New +$6.23K ﹤0.01% 274
2019
Q3 		– Sell
-15
Closed -$1K – 129
2019
Q2 		$1K Buy
+15
New +$362 ﹤0.01% 409

Other funds holding BKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Transamerica Financial Advisors reduced its Baker Hughes (BKR) stake by 16% in Q2 2026, selling an estimated $51.8K and leaving 4,324 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #392.

Transamerica Financial Advisors first reported a position in BKR in Q2 2019 and has held it in 12 quarters since. The position peaked at $4.85M in Q1 2025. 1,143 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Transamerica Financial Advisors held 4,324 shares of Baker Hughes worth $240K as of Q2 2026.
  • Transamerica Financial Advisors sold 819 Baker Hughes shares in Q2 2026, an estimated $51.8K.
  • Baker Hughes made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #392 holding.
  • Transamerica Financial Advisors first reported a position in Baker Hughes in Q2 2019 and has held it in 12 quarters since.
  • Transamerica Financial Advisors's Baker Hughes position peaked at $4.85M in Q1 2025.
  • 1,143 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

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