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Sequoia Financial Advisors’s BrightSpring Health Services BTSG Stock Holding History

Sequoia Financial Advisors’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Buy
+3,683
New +$205K ﹤0.01% 1790

Other funds holding BTSG

AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 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

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

Sequoia Financial Advisors opened a new position in BrightSpring Health Services (BTSG) in Q2 2026: 3,683 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1790 among its holdings.

48 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Sequoia Financial Advisors held 3,683 shares of BrightSpring Health Services worth $257K as of Q2 2026.
  • BrightSpring Health Services was a new Sequoia Financial Advisors position in Q2 2026.
  • BrightSpring Health Services made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1790 holding.
  • 48 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

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