TFA
P

Transamerica Financial Advisors’s Everpure Inc P Stock Holding History

Transamerica Financial Advisors’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$46K Buy
779
+271
+53% +$18.4K ﹤0.01% 658
2025
Q4 		$34K Buy
508
+170
+50% +$14.2K ﹤0.01% 609
2025
Q3 		$28.3K Buy
+338
New +$22.5K ﹤0.01% 552

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Transamerica Financial Advisors's P Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Everpure Inc (P) stake by 53% in Q1 2026, buying an estimated $18.4K and bringing the position to 779 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Transamerica Financial Advisors first reported a position in P in Q3 2025 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Transamerica Financial Advisors held 779 shares of Everpure Inc worth $46K as of Q1 2026.
  • Transamerica Financial Advisors bought 271 Everpure Inc shares in Q1 2026, an estimated $18.4K.
  • Everpure Inc made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #658 holding.
  • Transamerica Financial Advisors first reported a position in Everpure Inc in Q3 2025 and has held it in 3 quarters since.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.