Mariner’s Sequoia Global Value ETF SFGV Stock Holding History

Mariner’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	$569K	Hold	16,226	–	–	﹤0.01%	2361
2026 Q1	$533K	Hold	16,226	–	–	﹤0.01%	2452
2025 Q4	$513K	Sell	16,226 -1	-0%	-$31	﹤0.01%	2430
2025 Q3	$505K	Buy	+16,227	New	+$491K	﹤0.01%	2423

Other funds holding SFGV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FFG

Forum Finance Group Geneva $278M AUM

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner's SFGV Position: Q2 2026 in Review

Mariner held its Sequoia Global Value ETF (SFGV) position steady in Q2 2026 at 16,226 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Mariner first reported a position in SFGV in Q3 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold SFGV as of Q2 2026.

Mariner held 16,226 shares of Sequoia Global Value ETF worth $569K as of Q2 2026.
Mariner left its Sequoia Global Value ETF share count unchanged in Q2 2026.
Sequoia Global Value ETF made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2361 holding.
Mariner first reported a position in Sequoia Global Value ETF in Q3 2025 and has held it in 4 quarters since.
11 funds tracked by Wall St. Rank held Sequoia Global Value ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.