Sequoia Financial Advisors 13F Activity & Position Changes (Q2 2026)

As of Jun 30, 2026, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 17, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2026, the filing reported:

New Buys - Easterly Government, American Airlines Group, Inc., American Battery Technology Com, Axcelis Technologies, Inc., ACM Research, Inc., and 301 more

Increases - Grupo Cibest, Agilent Technologies, Inc., Alcoa Corporation, Apple Inc., AllianceBernstein Holding L.P., and 884 more

Reductions - Goldman Sachs Physical Gold ETF, AAON, Inc., Ameris Bancorp, Acadia Healthcare Company, Inc., Albertsons Companies, Inc., and 766 more

Complete Exits - AECOM, American Financial Group, Inc., First Majestic Silver Corp., Air Lease Corporation, Artisan Partners Asset Manageme, and 84 more

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2026	27616P301 Easterly Government	Easterly Government	Buy - Position Entry	+9,742	-	$242.87K	9,742
Q2 2026	40090E106 Grupo Cibest	Grupo Cibest	Buy	+1,644	+29.4%	$574.30K	7,230
Q2 2026	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy	+6,041	+14.3%	$6.41M	48,278
Q2 2026	AA Alcoa Corporation	Alcoa Corporation	Buy	+2,706	+43.2%	$467.40K	8,964
Q2 2026	AAAU Goldman Sachs Physical Gold ETF	Goldman Sachs Physical Gold ETF	Sell	-110	-0.4%	$1.01M	25,459
Q2 2026	AAL American Airlines Group, Inc.	American Airlines Group, Inc.	Buy - Position Entry	+21,820	-	$394.29K	21,820
Q2 2026	AAON AAON, Inc.	AAON, Inc.	Sell	-100	-4.0%	$302.45K	2,384
Q2 2026	AAPL Apple Inc.	Apple Inc.	Buy	+37,955	+2.0%	$572.48M	1,978,445
Q2 2026	AB AllianceBernstein Holding L.P.	AllianceBernstein Holding L.P.	Buy	+829	+4.3%	$714.72K	20,293
Q2 2026	ABAT American Battery Technology Com	American Battery Technology Com	Buy - Position Entry	+10,262	-	$29.04K	10,262
Q2 2026	ABBV AbbVie Inc.	AbbVie Inc.	Buy	+4,420	+4.9%	$23.88M	94,884
Q2 2026	ABCB Ameris Bancorp	Ameris Bancorp	Sell	-325	-9.0%	$297.77K	3,299
Q2 2026	ABEV Ambev S.A.	Ambev S.A.	Buy	+23,441	+19.1%	$459.68K	146,396
Q2 2026	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy	+132	+0.9%	$2.23M	15,571
Q2 2026	ABT Abbott Laboratories	Abbott Laboratories	Buy	+25,838	+7.1%	$35.29M	388,898
Q2 2026	ACA Arcosa, Inc.	Arcosa, Inc.	Buy	+1,884	+72.7%	$650.17K	4,475
Q2 2026	ACCO Acco Brands Corporation	Acco Brands Corporation	Buy	+8,877	+71.4%	$88.65K	21,311
Q2 2026	ACHC Acadia Healthcare Company, Inc.	Acadia Healthcare Company, Inc.	Sell	-3,197	-21.7%	$340.92K	11,545
Q2 2026	ACI Albertsons Companies, Inc.	Albertsons Companies, Inc.	Sell	-28,275	-61.0%	$244.88K	18,099
Q2 2026	ACLS Axcelis Technologies, Inc.	Axcelis Technologies, Inc.	Buy - Position Entry	+1,937	-	$366.96K	1,937
Q2 2026	ACM AECOM	AECOM	Sell - Position Exit	-3,293	-100.0%	$0.00	-
Q2 2026	ACMR ACM Research, Inc.	ACM Research, Inc.	Buy - Position Entry	+2,616	-	$331.94K	2,616
Q2 2026	ACN Accenture plc	Accenture plc	Sell	-106,176	-64.8%	$7.18M	57,667
Q2 2026	ACNB ACNB Corporation	ACNB Corporation	Buy - Position Entry	+4,589	-	$272.50K	4,589
Q2 2026	ACT Enact Holdings, Inc.	Enact Holdings, Inc.	Sell	-5,585	-46.1%	$298.94K	6,540
Q2 2026	ACVA ACV Auctions Inc.	ACV Auctions Inc.	Buy - Position Entry	+15,915	-	$114.43K	15,915
Q2 2026	ACWI iShares MSCI ACWI ETF	iShares MSCI ACWI ETF	Sell	-51,251	-4.3%	$179.99M	1,146,645
Q2 2026	ACWV iShares MSCI Global Min Vol Fac	iShares MSCI Global Min Vol Fac	Sell	-10,587	-13.4%	$8.20M	68,179
Q2 2026	ACWX iShares MSCI ACWI ex U.S. ETF	iShares MSCI ACWI ex U.S. ETF	Buy	+36,903	+10.7%	$29.18M	383,334
Q2 2026	ADBE Adobe Inc.	Adobe Inc.	Sell	-418	-2.4%	$3.43M	16,753

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