Sequoia Financial Advisors’s Fidelity Value Factor ETF FVAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$482K	Buy	6,182 +23	+0.4%	+$1.76K	﹤0.01%	1365
2026 Q1	$427K	Buy	6,159 +32	+0.5%	+$2.32K	﹤0.01%	1363
2025 Q4	$443K	Buy	6,127 +31	+0.5%	+$2.19K	﹤0.01%	1343
2025 Q3	$420K	Buy	6,096 +34	+0.6%	+$2.25K	﹤0.01%	1215
2025 Q2	$387K	Buy	6,062 +138	+2%	+$8.26K	﹤0.01%	1129
2025 Q1	$353K	Buy	5,924 +27	+0.5%	+$1.68K	﹤0.01%	1000
2024 Q4	$363K	Buy	5,897 +22	+0.4%	+$1.37K	﹤0.01%	936
2024 Q3	$356K	Buy	5,875 +24	+0.4%	+$1.41K	﹤0.01%	898
2024 Q2	$337K	Buy	5,851 +25	+0.4%	+$1.41K	﹤0.01%	841
2024 Q1	$332K	Buy	5,826 +26	+0.4%	+$1.41K	﹤0.01%	820
2023 Q4	$307K	Buy	+5,800	New	+$287K	﹤0.01%	920

Other funds holding FVAL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Fidelity Value Factor ETF (FVAL) stake by 0.37% in Q2 2026, buying an estimated $1.76K and bringing the position to 6,182 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Sequoia Financial Advisors first reported a position in FVAL in Q4 2023 and has held it in 11 quarters since. 158 funds tracked by Wall St. Rank hold FVAL as of Q2 2026.

Sequoia Financial Advisors held 6,182 shares of Fidelity Value Factor ETF worth $482K as of Q2 2026.
Sequoia Financial Advisors bought 23 Fidelity Value Factor ETF shares in Q2 2026, an estimated $1.76K.
Fidelity Value Factor ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1365 holding.
Sequoia Financial Advisors first reported a position in Fidelity Value Factor ETF in Q4 2023 and has held it in 11 quarters since.
158 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q2 2026.

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