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Sequoia Financial Advisors’s Enact Holdings ACT Stock Holding History

Sequoia Financial Advisors’s Portfolio ACT Stock Details ACT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$299K Sell
6,540
-5,585
-46% -$239K ﹤0.01% 1673
2026
Q1 		$495K Buy
12,125
+5,890
+94% +$241K ﹤0.01% 1284
2025
Q4 		$247K Buy
+6,235
New +$235K ﹤0.01% 1680

Other funds holding ACT

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RPWA
Regent Peak Wealth Advisors Atlanta, Georgia $540M AUM 26.3% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Sequoia Financial Advisors's ACT Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Enact Holdings (ACT) stake by 46% in Q2 2026, selling an estimated $239K and leaving 6,540 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

Sequoia Financial Advisors first reported a position in ACT in Q4 2025 and has held it in 3 quarters since. The position peaked at $495K in Q1 2026. 23 funds tracked by Wall St. Rank hold ACT as of Q2 2026.

  • Sequoia Financial Advisors held 6,540 shares of Enact Holdings worth $299K as of Q2 2026.
  • Sequoia Financial Advisors sold 5,585 Enact Holdings shares in Q2 2026, an estimated $239K.
  • Enact Holdings made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1673 holding.
  • Sequoia Financial Advisors first reported a position in Enact Holdings in Q4 2025 and has held it in 3 quarters since.
  • Sequoia Financial Advisors's Enact Holdings position peaked at $495K in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Enact Holdings as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.