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Holdings (Monthly) Guide ↗

Transamerica Balanced II

· Transamerica Funds
Monthly Holdings $77M AUM 88 positions Period Apr 2026 Filed Jun 18, 2026 EDGAR ↗ ← All Funds
All 117 New 44 Added 184 Reduced 88 Exited · Apr 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
UMBS, TBA 01F022626 1,345,000 SOLD $1.1M
UMBS, TBA 01F030629 974,000 SOLD $0.9M
UMBS, TBA 01F040628 589,000 SOLD $0.6M
UMBS, TBA 01F042624 572,000 SOLD $0.6M
UMBS, TBA 01F032625 414,000 SOLD $0.4M
UMBS, TBA 01F020620 446,000 SOLD $0.4M
United States Treasury 912797RU3 335,000 SOLD $0.3M
CHARIOT FUNDING LLC 15963UB96 300,000 SOLD $0.3M
GTA FUNDING LLC 40060XBJ8 300,000 SOLD $0.3M
SHEFFIELD RECEIVABLES 82124MBK5 300,000 SOLD $0.3M
UMBS, TBA 01F052623 275,000 SOLD $0.3M
ANGLESEA FUNDING LLC 0347M3BA1 275,000 SOLD $0.3M
NIEUW AMSTERDAM REC BV 65409SBP2 275,000 SOLD $0.3M
LONGSHIP FUNDING LLC 54316UC98 275,000 SOLD $0.3M
RANGER FUNDING CO LLC 75300BCC6 275,000 SOLD $0.3M
TORONTO DOMINION BANK 89119BCK0 275,000 SOLD $0.3M
United States Treasury 9128286A3 270,000 SOLD $0.3M
United States Treasury 912797QD2 253,000 SOLD $0.3M
CANCARA ASSET SECUR LLC 13738KBK2 250,000 SOLD $0.2M
LIBERTY STREET FDG LLC 53127UC24 250,000 SOLD $0.2M
MAINBEACH FUNDING LLC 56037CC26 250,000 SOLD $0.2M
VERTO CAPITAL COMP A 92544LC43 250,000 SOLD $0.2M
COLUMBIA FUNDING CO 19767DCH5 250,000 SOLD $0.2M
EMERSON ELECTRIC CO 29101BCW0 250,000 SOLD $0.2M
Versailles Commercial Paper LLC 92512MD63 250,000 SOLD $0.2M
ALINGHI FUNDING CO LLC 01626GDU7 250,000 SOLD $0.2M
UMBS, TBA 01F060626 240,000 SOLD $0.2M
UMBS, TBA 01F050627 234,000 SOLD $0.2M
United States Treasury 912797SL2 222,000 SOLD $0.2M
VOLKSWAGEN GROUP AMERICA 928668CX8 200,000 SOLD $0.2M
United States Treasury 9128282A7 140,000 SOLD $0.1M
United States Treasury 91282CKH3 135,000 SOLD $0.1M
United States Treasury 91282CHQ7 124,000 SOLD $0.1M
NIKE Inc 654106103 1,947 SOLD $0.1M
UMBS, TBA 01F020422 130,000 SOLD $0.1M
UMBS, TBA 01F032427 120,000 SOLD $0.1M
Truist Financial Corp 89832Q109 2,167 SOLD $0.1M
MORGAN STANLEY 61747YFQ3 100,000 SOLD $0.1M
UMBS, TBA 01F030421 92,000 SOLD $0.1M
UMBS, TBA 01F022428 86,000 SOLD $0.1M
BANK OF AMERICA CORP 06051GMW6 78,000 SOLD $0.1M
JPMORGAN CHASE & CO 46647PFJ0 76,000 SOLD $0.1M
Ameriprise Financial Inc 03076C106 141 SOLD $0.1M
Boeing Co/The 097023105 300 SOLD $0.1M
Regions Financial Corp 7591EP100 2,436 SOLD $0.1M
HEALTHPEAK OP LLC 42250GAB9 67,000 SOLD $0.1M
WELLS FARGO & COMPANY 95000U4E0 67,000 SOLD $0.1M
NNN REIT INC 637417AU0 66,000 SOLD $0.1M
ARCELORMITTAL SA 03938LBE3 56,000 SOLD $0.1M
EXTRA SPACE STORAGE LP 30225VAU1 56,000 SOLD $0.1M
CITADEL FINANCE LLC 17287HAD2 54,000 SOLD $0.1M
LOWE'S COS INC 548661EH6 57,000 SOLD $0.1M
LPL Financial Holdings Inc 50212V100 148 SOLD $0.1M
GLP CAPITAL LP / FIN II 361841AV1 53,000 SOLD $0.1M
ROYAL CARIBBEAN CRUISES 78017TAB9 45,000 SOLD $0.0M
WEYERHAEUSER CO 962166BY9 45,000 SOLD $0.0M
TRANSCONT GAS PIPE LINE 893574AS2 42,000 SOLD $0.0M
DTE ELECTRIC CO 23338VAD8 49,000 SOLD $0.0M
BAT CAPITAL CORP 054989AF5 41,000 SOLD $0.0M
MICRON TECHNOLOGY INC 595112CD3 39,000 SOLD $0.0M
Charter Communications Inc 16119P108 190 SOLD $0.0M
GENERAL MOTORS FINL CO 37045XFM3 39,000 SOLD $0.0M
CANADIAN IMPERIAL BANK 13607PVQ4 36,000 SOLD $0.0M
CONSTELLATION BRANDS INC 21036PBT4 36,000 SOLD $0.0M
GENERAL ELECTRIC CO 369604BZ5 35,000 SOLD $0.0M
WP CAREY INC 92936UAM1 31,000 SOLD $0.0M
FISERV INC 337738BD9 31,000 SOLD $0.0M
NUTRIEN LTD 67077MBA5 30,000 SOLD $0.0M
COREBRIDGE FINANCIAL INC 21871XAS8 29,000 SOLD $0.0M
MOSAIC CO 61945CAK9 30,000 SOLD $0.0M
Charter Communications Operating LLC / Charter Communications Operating Capital 161175BT0 36,000 SOLD $0.0M
EQT CORP 26884LAZ2 23,000 SOLD $0.0M
CITIGROUP INC 17327CAR4 22,000 SOLD $0.0M
BLACK HILLS CORP 092113AY5 21,000 SOLD $0.0M
SOUTHERN POWER CO 843646AX8 21,000 SOLD $0.0M
Dexcom Inc 252131107 286 SOLD $0.0M
BLACKSTONE REG FINANCE 092914AC4 21,000 SOLD $0.0M
AMERICAN INTERNATIONAL 026874DX2 20,000 SOLD $0.0M
APTIV SWISS HOLDINGS LTD 00217GAB9 20,000 SOLD $0.0M
QUALCOMM INC 747525BJ1 27,000 SOLD $0.0M
FAIR ISAAC CORP 303250AG9 17,000 SOLD $0.0M
LKQ CORP 501889AF6 16,000 SOLD $0.0M
VIATRIS INC 92556VAC0 16,000 SOLD $0.0M
ALLY FINANCIAL INC 02005NBZ2 12,000 SOLD $0.0M
RENAISSANCERE HOLDINGS L 75968NAG6 10,000 SOLD $0.0M
LYB INT FINANCE III 50249AAQ6 9,000 SOLD $0.0M
GENERAL MOTORS CO 37045VAF7 6,000 SOLD $0.0M
ALBERTSONS COS/SAFEWAY 01309QAC2 3,000 SOLD $0.0M