Transamerica Financial Advisors, LLC
Position in UTI — Universal Technical Institute Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in UTI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,543
New position
Shares Held
153
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 262 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $20,009 across 6 Education & Training Services names. UTI ranks #2 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAUR |
Laureate Education, Inc.
|
307 | $11,150 | |
| 2 | UTI |
Universal Technical Institute Inc
This page
|
153 | $6,543 | |
| 3 | LOPE |
Grand Canyon Education, Inc.
|
7 | $1,001 | |
| 4 | EDU |
New Oriental Education & Technology Group Inc.
|
19 | $872 | |
| 5 | COUR |
Coursera, Inc.
|
65 | $366 | |
| 6 | SKIL |
Skillsoft Corp.
|
15 | $77 |
All Filings in UTI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,543 | 153 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||