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Transamerica Financial Advisors’s Empire Petroleum EP Stock Holding History

Transamerica Financial Advisors’s Portfolio EP Stock Details EP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40 Buy
+15
New +$42 ﹤0.01% 2153
2026
Q1 		– Sell
-19
Closed -$58 – 1981
2025
Q4 		$58 Buy
+19
New +$64 ﹤0.01% 1765

Other funds holding EP

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Transamerica Financial Advisors opened a new position in Empire Petroleum (EP) in Q2 2026: 15 shares worth $40. The stake represents ﹤0.01% of the portfolio and ranks #2153 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in EP as recently as Q4 2025.

Transamerica Financial Advisors first reported a position in EP in Q4 2025 and has held it in 2 quarters since. The position peaked at $58 in Q4 2025. 33 funds tracked by Wall St. Rank hold EP as of Q2 2026.

  • Transamerica Financial Advisors held 15 shares of Empire Petroleum worth $40 as of Q2 2026.
  • Empire Petroleum was a new Transamerica Financial Advisors position in Q2 2026.
  • Empire Petroleum made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #2153 holding.
  • Transamerica Financial Advisors first reported a position in Empire Petroleum in Q4 2025 and has held it in 2 quarters since.
  • Transamerica Financial Advisors's Empire Petroleum position peaked at $58 in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Empire Petroleum as of Q2 2026.

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