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Transamerica Financial Advisors’s Westrock Coffee WEST Stock Holding History

Transamerica Financial Advisors’s Portfolio WEST Stock Details WEST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$202 Hold
25
– – ﹤0.01% 1872
2026
Q1 		$106 Buy
+25
New +$112 ﹤0.01% 1733

Other funds holding WEST

HC
HF Capital Knoxville, Tennessee $297M AUM
SG
Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return
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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NI
NFC Investments Memphis, Tennessee $393M AUM 20.21% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
AC
Agman Capital Omaha, Nebraska $159M AUM

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

Transamerica Financial Advisors held its Westrock Coffee (WEST) position steady in Q2 2026 at 25 shares worth $202. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

Transamerica Financial Advisors first reported a position in WEST in Q1 2026 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

  • Transamerica Financial Advisors held 25 shares of Westrock Coffee worth $202 as of Q2 2026.
  • Transamerica Financial Advisors left its Westrock Coffee share count unchanged in Q2 2026.
  • Westrock Coffee made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1872 holding.
  • Transamerica Financial Advisors first reported a position in Westrock Coffee in Q1 2026 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

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