TFA
JBTM

Transamerica Financial Advisors’s JBT Marel JBTM Stock Holding History

Transamerica Financial Advisors’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.7K Buy
280
+19
+7% +$2.46K ﹤0.01% 732
2026
Q1 		$33.4K Buy
261
+68
+35% +$10.3K ﹤0.01% 713
2025
Q4 		$29.1K Buy
193
+23
+14% +$3.24K ﹤0.01% 634
2025
Q3 		$23.7K Buy
+170
New +$23.2K ﹤0.01% 566

Other funds holding JBTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
LV
Lifeyrissjodur Verzlunarmanna Reykjavik $231M AUM 20.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Transamerica Financial Advisors increased its JBT Marel (JBTM) stake by 7.3% in Q2 2026, buying an estimated $2.46K and bringing the position to 280 shares worth $40.7K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

Transamerica Financial Advisors first reported a position in JBTM in Q3 2025 and has held it in 4 quarters since. 390 funds tracked by Wall St. Rank hold JBTM as of Q2 2026.

  • Transamerica Financial Advisors held 280 shares of JBT Marel worth $40.7K as of Q2 2026.
  • Transamerica Financial Advisors bought 19 JBT Marel shares in Q2 2026, an estimated $2.46K.
  • JBT Marel made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #732 holding.
  • Transamerica Financial Advisors first reported a position in JBT Marel in Q3 2025 and has held it in 4 quarters since.
  • 390 funds tracked by Wall St. Rank held JBT Marel as of Q2 2026.

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