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 - Acco Brands Corporation, Acadia Healthcare Company, Inc., Adeia Inc., First Majestic Silver Corp., Argan, Inc., and 127 more
Increases - Agilent Technologies, Inc., Alcoa Corporation, Airbnb, Inc., Albertsons Companies, Inc., Accenture plc, and 880 more
Reductions - Grupo Cibest, Goldman Sachs Physical Gold ETF, AAON, Inc., Apple Inc., AllianceBernstein Holding L.P., and 734 more
Complete Exits - American Airlines Group, Inc., Asbury Automotive Group Inc, ACI Worldwide, Inc., American Eagle Outfitters, Inc., agilon health, inc., and 141 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
|
40090E106
Grupo Cibest
|
Sell |
-128
|
|
Q1 2026
|
A
Agilent Technologies, Inc.
|
Buy |
+667
|
|
Q1 2026
|
AA
Alcoa Corporation
|
Buy |
+746
|
|
Q1 2026
|
AAAU
Goldman Sachs Physical Gold ETF
|
Sell |
-7,931
|
|
Q1 2026
|
AAL
American Airlines Group, Inc.
|
Sell - Position Exit |
-15,661
|
|
Q1 2026
|
AAON
AAON, Inc.
|
Sell |
-1,422
|
|
Q1 2026
|
AAPL
Apple Inc.
|
Sell |
-53,730
|
|
Q1 2026
|
AB
AllianceBernstein Holding L.P.
|
Sell |
-83
|
|
Q1 2026
|
ABBV
AbbVie Inc.
|
Sell |
-1,199
|
|
Q1 2026
|
ABCB
Ameris Bancorp
|
Sell |
-1,422
|
|
Q1 2026
|
ABEV
Ambev S.A.
|
Sell |
-4,530
|
|
Q1 2026
|
ABG
Asbury Automotive Group Inc
|
Sell - Position Exit |
-1,029
|
|
Q1 2026
|
ABNB
Airbnb, Inc.
|
Buy |
+1,708
|
|
Q1 2026
|
ABT
Abbott Laboratories
|
Sell |
-4,363
|
|
Q1 2026
|
ACA
Arcosa, Inc.
|
Sell |
-1,039
|
|
Q1 2026
|
ACCO
Acco Brands Corporation
|
Buy - Position Entry |
+12,434
|
|
Q1 2026
|
ACHC
Acadia Healthcare Company, Inc.
|
Buy - Position Entry |
+14,742
|
|
Q1 2026
|
ACI
Albertsons Companies, Inc.
|
Buy |
+4,611
|
|
Q1 2026
|
ACIW
ACI Worldwide, Inc.
|
Sell - Position Exit |
-5,986
|
|
Q1 2026
|
ACM
AECOM
|
Sell |
-1,474
|
|
Q1 2026
|
ACN
Accenture plc
|
Buy |
+22,359
|
|
Q1 2026
|
ACT
Enact Holdings, Inc.
|
Buy |
+5,890
|
|
Q1 2026
|
ACWI
iShares MSCI ACWI ETF
|
Sell |
-48,518
|
|
Q1 2026
|
ACWV
iShares MSCI Global Min Vol Fac
|
Buy |
+1,108
|
|
Q1 2026
|
ACWX
iShares MSCI ACWI ex U.S. ETF
|
Buy |
+9,132
|
|
Q1 2026
|
ADBE
Adobe Inc.
|
Buy |
+2,643
|
|
Q1 2026
|
ADC
Agree Realty Corporation
|
Sell |
-1,584
|
|
Q1 2026
|
ADEA
Adeia Inc.
|
Buy - Position Entry |
+13,085
|
|
Q1 2026
|
ADI
Analog Devices, Inc.
|
Buy |
+580
|
|
Q1 2026
|
ADM
Archer-Daniels-Midland Company
|
Buy |
+7,129
|
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