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Transamerica Financial Advisors’s Shoals Technologies Group SHLS Stock Holding History

Transamerica Financial Advisors’s Portfolio SHLS Stock Details SHLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.38K Hold
241
– – ﹤0.01% 1275
2026
Q1 		$1.58K Buy
+241
New +$1.98K ﹤0.01% 1255

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Transamerica Financial Advisors held its Shoals Technologies Group (SHLS) position steady in Q2 2026 at 241 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Transamerica Financial Advisors first reported a position in SHLS in Q1 2026 and has held it in 2 quarters since. 272 funds tracked by Wall St. Rank hold SHLS as of Q2 2026.

  • Transamerica Financial Advisors held 241 shares of Shoals Technologies Group worth $2.38K as of Q2 2026.
  • Transamerica Financial Advisors left its Shoals Technologies Group share count unchanged in Q2 2026.
  • Shoals Technologies Group made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1275 holding.
  • Transamerica Financial Advisors first reported a position in Shoals Technologies Group in Q1 2026 and has held it in 2 quarters since.
  • 272 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q2 2026.

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