Sequoia Financial Advisors’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$882K	Buy	3,834 +875	+30%	+$201K	﹤0.01%	1009
2026 Q1	$642K	Sell	2,959 -810	-21%	-$189K	﹤0.01%	1120
2025 Q4	$1.09M	Buy	3,769 +1,850	+96%	+$519K	0.01%	840
2025 Q3	$550K	Buy	1,919 +296	+18%	+$113K	﹤0.01%	1089
2025 Q2	$726K	Buy	1,623 +546	+51%	+$239K	0.01%	830
2025 Q1	$490K	Buy	1,077 +58	+6%	+$26.4K	﹤0.01%	861
2024 Q4	$489K	Buy	1,019 +153	+18%	+$72.7K	﹤0.01%	814
2024 Q3	$398K	Sell	866 -215	-20%	-$91.3K	﹤0.01%	842
2024 Q2	$441K	Buy	1,081 +117	+12%	+$49.7K	0.01%	741
2024 Q1	$438K	Sell	964 -1,969	-67%	-$918K	0.01%	733
2023 Q4	$1.4M	Buy	2,933 +2,063	+237%	+$928K	0.02%	434
2023 Q3	$380K	Buy	870 +6	+0.7%	+$2.56K	0.01%	601
2023 Q2	$346K	Buy	864 +11	+1%	+$4.44K	0.01%	645
2023 Q1	$354K	Buy	853 +153	+22%	+$63.7K	0.01%	570
2022 Q4	$281K	Buy	700 +198	+39%	+$84.3K	0.01%	608
2022 Q3	$201K	Sell	502 -52	-9%	-$22K	0.01%	490
2022 Q2	$213K	Sell	554 -25	-4%	-$9.79K	0.01%	532
2022 Q1	$251K	Buy	579 +72	+14%	+$30.4K	0.01%	551
2021 Q4	$246K	Buy	+507	New	+$227K	0.01%	496
2021 Q1	–	Sell	-617	Closed	-$205K	–	452
2020 Q4	$205K	Hold	617	–	–	0.01%	393
2020 Q3	$207K	Hold	617	–	–	0.01%	364
2020 Q2	$203K	Buy	+617	New	+$178K	0.01%	342

Other funds holding FDS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Factset (FDS) stake by 30% in Q2 2026, buying an estimated $201K and bringing the position to 3,834 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Sequoia Financial Advisors first reported a position in FDS in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.4M in Q4 2023. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Sequoia Financial Advisors held 3,834 shares of Factset worth $882K as of Q2 2026.
Sequoia Financial Advisors bought 875 Factset shares in Q2 2026, an estimated $201K.
Factset made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1009 holding.
Sequoia Financial Advisors first reported a position in Factset in Q2 2020 and has held it in 22 quarters since.
Sequoia Financial Advisors's Factset position peaked at $1.4M in Q4 2023.
764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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