FFG
SFGV

Forum Finance Group’s Sequoia Global Value ETF SFGV Stock Holding History

Forum Finance Group’s Portfolio SFGV Stock Details SFGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.29M Buy
80,834
+43,954
+119% +$1.52M 0.83% 39
2026
Q1 		$968K Buy
+36,880
New +$1.24M 0.52% 52

Other funds holding SFGV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Forum Finance Group's SFGV Position: Q2 2026 in Review

Forum Finance Group increased its Sequoia Global Value ETF (SFGV) stake by 119% in Q2 2026, buying an estimated $1.52M and bringing the position to 80,834 shares worth $2.29M. The position accounts for 0.83% of the portfolio, ranked #39.

Forum Finance Group first reported a position in SFGV in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold SFGV as of Q2 2026.

  • Forum Finance Group held 80,834 shares of Sequoia Global Value ETF worth $2.29M as of Q2 2026.
  • Forum Finance Group bought 43,954 Sequoia Global Value ETF shares in Q2 2026, an estimated $1.52M.
  • Sequoia Global Value ETF made up 0.83% of Forum Finance Group's portfolio in Q2 2026, its #39 holding.
  • Forum Finance Group first reported a position in Sequoia Global Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Sequoia Global Value ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.