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
Q2 		$71.9K Buy
912
+133
+17% +$9.75K 0.01% 648
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Transamerica Financial Advisors increased its Everpure Inc (P) stake by 17% in Q2 2026, buying an estimated $9.75K and bringing the position to 912 shares worth $71.9K. The position accounts for 0.01% of the portfolio, ranked #648.

Transamerica Financial Advisors first reported a position in P in Q3 2025 and has held it in 4 quarters since. 817 funds tracked by Wall St. Rank hold P as of Q2 2026.

  • Transamerica Financial Advisors held 912 shares of Everpure Inc worth $71.9K as of Q2 2026.
  • Transamerica Financial Advisors bought 133 Everpure Inc shares in Q2 2026, an estimated $9.75K.
  • Everpure Inc made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #648 holding.
  • Transamerica Financial Advisors first reported a position in Everpure Inc in Q3 2025 and has held it in 4 quarters since.
  • 817 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2026.

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