Transamerica Financial Advisors, LLC
Position in SF — Stifel Financial Corp
CIK 1502149
CEDAR RAPIDS, IA
Position in SF
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$627
-$5,730 QoQ
Shares Held
9
-89.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#575
of 591 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $18,713,770 across 30 Capital Markets names. SF ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
119,280 | $10,382,131 | |
| 2 | GS |
Goldman Sachs Group Inc
|
6,060 | $6,128,902 | |
| 3 | MS |
Morgan Stanley
|
5,650 | $1,181,076 | |
| 4 | SNEX |
StoneX Group Inc.
|
3,279 | $259,041 | |
| 5 | SCHW |
Schwab Charles Corp
|
2,606 | $240,455 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
2,878 | $171,442 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
1,349 | $135,277 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
283 | $79,715 |
All Filings in SF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627 | 9 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $6,357 | 86 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,259 | 42 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $794 | 7 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||