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Transamerica Financial Advisors’s Smith Douglas Homes SDHC Stock Holding History

Transamerica Financial Advisors’s Portfolio SDHC Stock Details SDHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4
Closed -$67 – 2075
2025
Q4 		$67 Buy
+4
New +$72 ﹤0.01% 1730

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BMO
Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

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

Transamerica Financial Advisors sold out of Smith Douglas Homes (SDHC) in Q1 2026, closing a stake of 4 shares — an estimated $67 sold.

Transamerica Financial Advisors first reported a position in SDHC in Q4 2025 and held it in 1 quarter. The position peaked at $67 in Q4 2025. 58 funds tracked by Wall St. Rank hold SDHC as of Q1 2026.

  • Transamerica Financial Advisors reported no remaining Smith Douglas Homes position as of Q1 2026 after selling out during the quarter.
  • Transamerica Financial Advisors sold 4 Smith Douglas Homes shares in Q1 2026, an estimated $67.
  • Transamerica Financial Advisors first reported a position in Smith Douglas Homes in Q4 2025 and held it in 1 quarter.
  • Transamerica Financial Advisors's Smith Douglas Homes position peaked at $67 in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q1 2026.

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