Osaic Holdings
SFGV

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
Q2 		$321K Buy
9,121
+1,368
+18% +$47.3K ﹤0.01% 4034
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
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FFG
Forum Finance Group Geneva $278M AUM
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
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

Osaic Holdings's SFGV Position: Q2 2026 in Review

Osaic Holdings increased its Sequoia Global Value ETF (SFGV) stake by 18% in Q2 2026, buying an estimated $47.3K and bringing the position to 9,121 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #4034.

Osaic Holdings first reported a position in SFGV in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold SFGV as of Q2 2026.

  • Osaic Holdings held 9,121 shares of Sequoia Global Value ETF worth $321K as of Q2 2026.
  • Osaic Holdings bought 1,368 Sequoia Global Value ETF shares in Q2 2026, an estimated $47.3K.
  • Sequoia Global Value ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4034 holding.
  • Osaic Holdings first reported a position in Sequoia Global Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Sequoia Global Value ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.