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Transamerica Financial Advisors’s Roku ROKU Stock Holding History

Transamerica Financial Advisors’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$281K Buy
2,037
+595
+41% +$72.6K 0.02% 372
2026
Q1 		$136K Buy
1,442
+160
+12% +$15.6K 0.01% 461
2025
Q4 		$139K Buy
1,282
+632
+97% +$64.1K 0.01% 414
2025
Q3 		$65.1K Buy
+650
New +$59.9K 0.01% 451
2023
Q1 		– Sell
-10
Closed -$1K – 689
2022
Q4 		$1K Buy
+10
New +$522 ﹤0.01% 615

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Transamerica Financial Advisors increased its Roku (ROKU) stake by 41% in Q2 2026, buying an estimated $72.6K and bringing the position to 2,037 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #372.

Transamerica Financial Advisors first reported a position in ROKU in Q4 2022 and has held it in 5 quarters since. 780 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Transamerica Financial Advisors held 2,037 shares of Roku worth $281K as of Q2 2026.
  • Transamerica Financial Advisors bought 595 Roku shares in Q2 2026, an estimated $72.6K.
  • Roku made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #372 holding.
  • Transamerica Financial Advisors first reported a position in Roku in Q4 2022 and has held it in 5 quarters since.
  • 780 funds tracked by Wall St. Rank held Roku as of Q2 2026.

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