Osaic Holdings’s Sequoia Global Value ETF SFGV Stock Holding History

Osaic Holdings’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 Q1	$255K	Buy	7,753 +1,045	+16%	+$35.1K	﹤0.01%	3950
2025 Q4	$212K	Buy	+6,708	New	+$210K	﹤0.01%	4114

Other funds holding SFGV

SFA

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FFG

Forum Finance Group Geneva $184M AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings's SFGV Position: Q1 2026 in Review

Osaic Holdings increased its Sequoia Global Value ETF (SFGV) stake by 16% in Q1 2026, buying an estimated $35.1K and bringing the position to 7,753 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #3950.

Osaic Holdings first reported a position in SFGV in Q4 2025 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold SFGV as of Q1 2026.

Osaic Holdings held 7,753 shares of Sequoia Global Value ETF worth $255K as of Q1 2026.
Osaic Holdings bought 1,045 Sequoia Global Value ETF shares in Q1 2026, an estimated $35.1K.
Sequoia Global Value ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3950 holding.
Osaic Holdings first reported a position in Sequoia Global Value ETF in Q4 2025 and has held it in 2 quarters since.
10 funds tracked by Wall St. Rank held Sequoia Global Value ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.