Sequoia Financial Advisors’s ACV Auctions ACVA Stock Holding History

Sequoia Financial Advisors’s Portfolio ACVA Stock Details ACVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$114K	Buy	+15,915	New	+$90.2K	﹤0.01%	2060

Other funds holding ACVA

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

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

Sequoia Financial Advisors opened a new position in ACV Auctions (ACVA) in Q2 2026: 15,915 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #2060 among its holdings.

18 funds tracked by Wall St. Rank hold ACVA as of Q2 2026.

Sequoia Financial Advisors held 15,915 shares of ACV Auctions worth $114K as of Q2 2026.
ACV Auctions was a new Sequoia Financial Advisors position in Q2 2026.
ACV Auctions made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2060 holding.
18 funds tracked by Wall St. Rank held ACV Auctions as of Q2 2026.

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