Sequoia Financial Advisors 13F Activity & Position Changes (Q1 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 | Type | Change Qty |
|---|---|---|---|
|
Q1 2026
|
09290C848
BlackRock ETF
|
Sell - Position Exit |
-44,048
|
|
Q1 2026
|
40090E106
Grupo Cibest
|
Buy - Position Entry |
+5,586
|
|
Q1 2026
|
45783Y343
Innovator ETFs
|
Sell - Position Exit |
-10,150
|
|
Q1 2026
|
A
Agilent Technologies, Inc.
|
Sell |
-331
|
|
Q1 2026
|
AA
Alcoa Corporation
|
Buy - Position Entry |
+6,258
|
|
Q1 2026
|
AAAU
Goldman Sachs Physical Gold ETF
|
Buy - Position Entry |
+25,569
|
|
Q1 2026
|
AAON
AAON, Inc.
|
Sell |
-297
|
|
Q1 2026
|
AAPL
Apple Inc.
|
Buy |
+273,412
|
|
Q1 2026
|
AB
AllianceBernstein Holding L.P.
|
Sell |
-991
|
|
Q1 2026
|
ABBV
AbbVie Inc.
|
Buy |
+5,970
|
|
Q1 2026
|
ABCB
Ameris Bancorp
|
Buy |
+161
|
|
Q1 2026
|
ABEV
Ambev S.A.
|
Sell |
-21,597
|
|
Q1 2026
|
ABNB
Airbnb, Inc.
|
Buy |
+3,563
|
|
Q1 2026
|
ABT
Abbott Laboratories
|
Buy |
+9,293
|
|
Q1 2026
|
ACA
Arcosa, Inc.
|
Sell |
-23
|
|
Q1 2026
|
ACCO
Acco Brands Corporation
|
Buy - Position Entry |
+12,434
|
|
Q1 2026
|
ACHC
Acadia Healthcare Company, Inc.
|
Buy |
+6,229
|
|
Q1 2026
|
ACI
Albertsons Companies, Inc.
|
Sell |
-118
|
|
Q1 2026
|
ACM
AECOM
|
Buy |
+1,084
|
|
Q1 2026
|
ACN
Accenture plc
|
Buy |
+116,239
|
|
Q1 2026
|
ACP
Aberdeen Income Credit Strategi
|
Sell - Position Exit |
-13,877
|
|
Q1 2026
|
ACT
Enact Holdings, Inc.
|
Buy - Position Entry |
+12,125
|
|
Q1 2026
|
ACWI
iShares MSCI ACWI ETF
|
Sell |
-95,428
|
|
Q1 2026
|
ACWV
iShares MSCI Global Min Vol Fac
|
Buy |
+2,660
|
|
Q1 2026
|
ACWX
iShares MSCI ACWI ex U.S. ETF
|
Buy |
+54,847
|
|
Q1 2026
|
ADBE
Adobe Inc.
|
Buy |
+7,243
|
|
Q1 2026
|
ADC
Agree Realty Corporation
|
Buy |
+3,070
|
|
Q1 2026
|
ADEA
Adeia Inc.
|
Buy - Position Entry |
+13,085
|
|
Q1 2026
|
ADI
Analog Devices, Inc.
|
Buy |
+4,041
|
|
Q1 2026
|
ADM
Archer-Daniels-Midland Company
|
Buy |
+9,069
|
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