Sequoia Financial Advisors’s Futu Holdings FUTU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$450K	Buy	4,797 +315	+7%	+$40.3K	﹤0.01%	1405
2026 Q1	$613K	Buy	4,482 +166	+4%	+$25.8K	﹤0.01%	1153
2025 Q4	$709K	Sell	4,316 -2	-0%	-$343	﹤0.01%	1076
2025 Q3	$751K	Buy	4,318 +25	+0.6%	+$4.15K	﹤0.01%	933
2025 Q2	$531K	Buy	4,293 +18	+0.4%	+$1.84K	﹤0.01%	969
2025 Q1	$438K	Sell	4,275 -163	-4%	-$16.7K	﹤0.01%	906
2024 Q4	$355K	Buy	4,438 +39	+0.9%	+$3.65K	﹤0.01%	945
2024 Q3	$421K	Buy	4,399 +60	+1%	+$3.82K	﹤0.01%	818
2024 Q2	$285K	Sell	4,339 -48	-1%	-$3.25K	﹤0.01%	915
2024 Q1	$238K	Buy	4,387 +269	+7%	+$13.9K	﹤0.01%	971
2023 Q4	$225K	Sell	4,118 -27	-0.7%	-$1.53K	﹤0.01%	1051
2023 Q3	$240K	Buy	+4,145	New	+$221K	﹤0.01%	782
2023 Q2	–	Sell	-4,227	Closed	-$219K	–	977
2023 Q1	$219K	Buy	+4,227	New	+$205K	﹤0.01%	735

Other funds holding FUTU

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return

FBIL

First Beijing Investment Ltd Hong Kong $2.44B AUM 18.47% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Futu Holdings (FUTU) stake by 7% in Q2 2026, buying an estimated $40.3K and bringing the position to 4,797 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Sequoia Financial Advisors first reported a position in FUTU in Q1 2023 and has held it in 13 quarters since. The position peaked at $751K in Q3 2025. 320 funds tracked by Wall St. Rank hold FUTU as of Q2 2026.

Sequoia Financial Advisors held 4,797 shares of Futu Holdings worth $450K as of Q2 2026.
Sequoia Financial Advisors bought 315 Futu Holdings shares in Q2 2026, an estimated $40.3K.
Futu Holdings made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1405 holding.
Sequoia Financial Advisors first reported a position in Futu Holdings in Q1 2023 and has held it in 13 quarters since.
Sequoia Financial Advisors's Futu Holdings position peaked at $751K in Q3 2025.
320 funds tracked by Wall St. Rank held Futu Holdings as of Q2 2026.

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