– Sequoia Financial Advisors Portfolio Activity & Recent Trades (Mar 31, 2026)
As of Mar 31, 2026, the Sequoia Financial Advisors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 30, 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 Q1 2026, the filing reported:
New Buys – Grupo Cibest, Alcoa Corporation, Goldman Sachs Physical Gold ETF, Acco Brands Corporation, Enact Holdings, Inc., and 251 more
Increases – Apple Inc., AbbVie Inc., Ameris Bancorp, Airbnb, Inc., Abbott Laboratories, and 1098 more
Reductions – Agilent Technologies, Inc., AAON, Inc., AllianceBernstein Holding L.P., Ambev S.A., Arcosa, Inc., and 430 more
Complete Exits – BlackRock ETF, Innovator ETFs, Aberdeen Income Credit Strategi, agilon health, inc., Apartment Investment and Manage, and 97 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 |
|---|---|---|---|---|---|---|---|
Q1 2026 | 09290C848 BlackRock ETF | BlackRock ETF | Sell - Position Exit | -44,048 | -100.0% | $0.00 | - |
Q1 2026 | 40090E106 Grupo Cibest | Grupo Cibest | Buy - Position Entry | +5,586 | - | $406.72K | 5,586 |
Q1 2026 | 45783Y343 Innovator ETFs | Innovator ETFs | Sell - Position Exit | -10,150 | -100.0% | $0.00 | - |
Q1 2026 | A Agilent Technologies, Inc. | Agilent Technologies, Inc. | Sell | -331 | -0.8% | $4.81M | 42,237 |
Q1 2026 | AA Alcoa Corporation | Alcoa Corporation | Buy - Position Entry | +6,258 | - | $415.08K | 6,258 |
Q1 2026 | AAAU Goldman Sachs Physical Gold ETF | Goldman Sachs Physical Gold ETF | Buy - Position Entry | +25,569 | - | $1.18M | 25,569 |
Q1 2026 | AAON AAON, Inc. | AAON, Inc. | Sell | -297 | -10.7% | $205.55K | 2,484 |
Q1 2026 | AAPL Apple Inc. | Apple Inc. | Buy | +273,412 | +16.4% | $492.48M | 1,940,490 |
Q1 2026 | AB AllianceBernstein Holding L.P. | AllianceBernstein Holding L.P. | Sell | -991 | -4.8% | $728.75K | 19,464 |
Q1 2026 | ABBV AbbVie Inc. | AbbVie Inc. | Buy | +5,970 | +7.1% | $19.68M | 90,464 |
Q1 2026 | ABCB Ameris Bancorp | Ameris Bancorp | Buy | +161 | +4.6% | $282.64K | 3,624 |
Q1 2026 | ABEV Ambev S.A. | Ambev S.A. | Sell | -21,597 | -14.9% | $359.03K | 122,955 |
Q1 2026 | ABNB Airbnb, Inc. | Airbnb, Inc. | Buy | +3,563 | +30.0% | $1.95M | 15,439 |
Q1 2026 | ABT Abbott Laboratories | Abbott Laboratories | Buy | +9,293 | +2.6% | $37.28M | 363,060 |
Q1 2026 | ACA Arcosa, Inc. | Arcosa, Inc. | Sell | -23 | -0.9% | $275.01K | 2,591 |
Q1 2026 | ACCO Acco Brands Corporation | Acco Brands Corporation | Buy - Position Entry | +12,434 | - | $37.30K | 12,434 |
Q1 2026 | ACHC Acadia Healthcare Company, Inc. | Acadia Healthcare Company, Inc. | Buy | +6,229 | +73.2% | $344.82K | 14,742 |
Q1 2026 | ACI Albertsons Companies, Inc. | Albertsons Companies, Inc. | Sell | -118 | -0.3% | $790.21K | 46,374 |
Q1 2026 | ACM AECOM | AECOM | Buy | +1,084 | +49.1% | $279.31K | 3,293 |
Q1 2026 | ACN Accenture plc | Accenture plc | Buy | +116,239 | +244.2% | $32.49M | 163,843 |
Q1 2026 | ACP Aberdeen Income Credit Strategi | Aberdeen Income Credit Strategi | Sell - Position Exit | -13,877 | -100.0% | $0.00 | - |
Q1 2026 | ACT Enact Holdings, Inc. | Enact Holdings, Inc. | Buy - Position Entry | +12,125 | - | $494.82K | 12,125 |
Q1 2026 | ACWI iShares MSCI ACWI ETF | iShares MSCI ACWI ETF | Sell | -95,428 | -7.4% | $165.75M | 1,197,896 |
Q1 2026 | ACWV iShares MSCI Global Min Vol Fac | iShares MSCI Global Min Vol Fac | Buy | +2,660 | +3.5% | $9.41M | 78,766 |
Q1 2026 | ACWX iShares MSCI ACWI ex U.S. ETF | iShares MSCI ACWI ex U.S. ETF | Buy | +54,847 | +18.8% | $23.72M | 346,431 |
Q1 2026 | ADBE Adobe Inc. | Adobe Inc. | Buy | +7,243 | +73.0% | $4.17M | 17,171 |
Q1 2026 | ADC Agree Realty Corporation | Agree Realty Corporation | Buy | +3,070 | +41.5% | $789.08K | 10,468 |
Q1 2026 | ADEA Adeia Inc. | Adeia Inc. | Buy - Position Entry | +13,085 | - | $314.43K | 13,085 |
Q1 2026 | ADI Analog Devices, Inc. | Analog Devices, Inc. | Buy | +4,041 | +24.7% | $6.49M | 20,409 |
Q1 2026 | ADM Archer-Daniels-Midland Company | Archer-Daniels-Midland Company | Buy | +9,069 | +46.9% | $2.06M | 28,407 |