TFA
CV

Transamerica Financial Advisors’s CapsoVision Inc CV Stock Holding History

Transamerica Financial Advisors’s Portfolio CV Stock Details CV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83 Hold
11
– – ﹤0.01% 2031
2026
Q1 		$80 Buy
+11
New +$65 ﹤0.01% 1784

Other funds holding CV

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Transamerica Financial Advisors held its CapsoVision Inc (CV) position steady in Q2 2026 at 11 shares worth $83. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

Transamerica Financial Advisors first reported a position in CV in Q1 2026 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold CV as of Q2 2026.

  • Transamerica Financial Advisors held 11 shares of CapsoVision Inc worth $83 as of Q2 2026.
  • Transamerica Financial Advisors left its CapsoVision Inc share count unchanged in Q2 2026.
  • CapsoVision Inc made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #2031 holding.
  • Transamerica Financial Advisors first reported a position in CapsoVision Inc in Q1 2026 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held CapsoVision Inc as of Q2 2026.

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