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Transamerica Financial Advisors’s DoubleVerify DV Stock Holding History

Transamerica Financial Advisors’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$899 Buy
83
+67
+419% +$689 ﹤0.01% 1521
2026
Q1 		$152 Sell
16
-72
-82% -$736 ﹤0.01% 1679
2025
Q4 		$1.01K Buy
88
+77
+700% +$849 ﹤0.01% 1237
2025
Q3 		$132 Buy
+11
New +$163 ﹤0.01% 1491

Other funds holding DV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

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

Transamerica Financial Advisors increased its DoubleVerify (DV) stake by 419% in Q2 2026, buying an estimated $689 and bringing the position to 83 shares worth $899. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Transamerica Financial Advisors first reported a position in DV in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.01K in Q4 2025. 317 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • Transamerica Financial Advisors held 83 shares of DoubleVerify worth $899 as of Q2 2026.
  • Transamerica Financial Advisors bought 67 DoubleVerify shares in Q2 2026, an estimated $689.
  • DoubleVerify made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1521 holding.
  • Transamerica Financial Advisors first reported a position in DoubleVerify in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's DoubleVerify position peaked at $1.01K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

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