WFA
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West Financial Advisors’s Trade Desk TTD Stock Holding History

West Financial Advisors’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$543 Buy
+30
New +$637 ﹤0.01% 212

Other funds holding TTD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

West Financial Advisors's TTD Position: Q2 2026 in Review

West Financial Advisors opened a new position in Trade Desk (TTD) in Q2 2026: 30 shares worth $543. The stake represents ﹤0.01% of the portfolio and ranks #212 among its holdings.

190 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • West Financial Advisors held 30 shares of Trade Desk worth $543 as of Q2 2026.
  • Trade Desk was a new West Financial Advisors position in Q2 2026.
  • Trade Desk made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #212 holding.
  • 190 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.