Transamerica Financial Advisors, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in WMS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$15,696
+$2,395 QoQ
Shares Held
100
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#467
of 543 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $1,003,498 across 17 Building Products & Equipment names. WMS ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
|
4,376 | $320,979 | |
| 2 | TT |
Trane Technologies plc
|
310 | $152,259 | |
| 3 | LII |
Lennox International Inc
|
200 | $114,590 | |
| 4 | CSL |
Carlisle Companies Inc
|
284 | $103,021 | |
| 5 | JCI |
Johnson Controls International plc
|
704 | $102,861 | |
| 6 | MAS |
Masco Corp /De/
|
1,120 | $91,134 | |
| 7 | BLDR |
Builders FirstSource, Inc.
|
775 | $69,347 | |
| 8 | WMS |
Advanced Drainage Systems, Inc.
This page
|
100 | $15,696 |
All Filings in WMS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,696 | 100 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $13,301 | 97 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,517 | 45 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,825 | 42 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||