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Transamerica Financial Advisors’s California Resources CRC Stock Holding History

Transamerica Financial Advisors’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23K Buy
23
+19
+475% +$1.17K ﹤0.01% 1439
2026
Q1 		$276 Hold
4
– – ﹤0.01% 1574
2025
Q4 		$179 Buy
+4
New +$190 ﹤0.01% 1553

Other funds holding CRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
GDS
Gimbel Daniel Scott $333M AUM 16.24% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Transamerica Financial Advisors increased its California Resources (CRC) stake by 475% in Q2 2026, buying an estimated $1.17K and bringing the position to 23 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

Transamerica Financial Advisors first reported a position in CRC in Q4 2025 and has held it in 3 quarters since. 363 funds tracked by Wall St. Rank hold CRC as of Q2 2026.

  • Transamerica Financial Advisors held 23 shares of California Resources worth $1.23K as of Q2 2026.
  • Transamerica Financial Advisors bought 19 California Resources shares in Q2 2026, an estimated $1.17K.
  • California Resources made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1439 holding.
  • Transamerica Financial Advisors first reported a position in California Resources in Q4 2025 and has held it in 3 quarters since.
  • 363 funds tracked by Wall St. Rank held California Resources as of Q2 2026.

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