SFA
CCC

Sequoia Financial Advisors’s CCC Intelligent Solutions CCC Stock Holding History

Sequoia Financial Advisors’s Portfolio CCC Stock Details CCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$124K Sell
24,015
-4,721
-16% -$23.4K ﹤0.01% 2051
2026
Q1 		$172K Buy
28,736
+16,466
+134% +$108K ﹤0.01% 1809
2025
Q4 		$97.5K Sell
12,270
-2,313
-16% -$18.8K ﹤0.01% 1877
2025
Q3 		$133K Buy
+14,583
New +$141K ﹤0.01% 1672

Other funds holding CCC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its CCC Intelligent Solutions (CCC) stake by 16% in Q2 2026, selling an estimated $23.4K and leaving 24,015 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #2051.

Sequoia Financial Advisors first reported a position in CCC in Q3 2025 and has held it in 4 quarters since. The position peaked at $172K in Q1 2026. 74 funds tracked by Wall St. Rank hold CCC as of Q2 2026.

  • Sequoia Financial Advisors held 24,015 shares of CCC Intelligent Solutions worth $124K as of Q2 2026.
  • Sequoia Financial Advisors sold 4,721 CCC Intelligent Solutions shares in Q2 2026, an estimated $23.4K.
  • CCC Intelligent Solutions made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2051 holding.
  • Sequoia Financial Advisors first reported a position in CCC Intelligent Solutions in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's CCC Intelligent Solutions position peaked at $172K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held CCC Intelligent Solutions as of Q2 2026.

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