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Transamerica Financial Advisors’s Boston Beer SAM Stock Holding History

Transamerica Financial Advisors’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$708 Buy
4
+3
+300% +$608 ﹤0.01% 1595
2026
Q1 		$230 Buy
+1
New +$225 ﹤0.01% 1604
2025
Q4 		– Sell
-1
Closed -$211 – 1901
2025
Q3 		$211 Buy
+1
New +$213 ﹤0.01% 1438

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Transamerica Financial Advisors increased its Boston Beer (SAM) stake by 300% in Q2 2026, buying an estimated $608 and bringing the position to 4 shares worth $708. The position accounts for ﹤0.01% of the portfolio, ranked #1595.

Transamerica Financial Advisors first reported a position in SAM in Q3 2025 and has held it in 3 quarters since. 331 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • Transamerica Financial Advisors held 4 shares of Boston Beer worth $708 as of Q2 2026.
  • Transamerica Financial Advisors bought 3 Boston Beer shares in Q2 2026, an estimated $608.
  • Boston Beer made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1595 holding.
  • Transamerica Financial Advisors first reported a position in Boston Beer in Q3 2025 and has held it in 3 quarters since.
  • 331 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

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