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Sequoia Financial Advisors’s Kopin KOPN Stock Holding History

Sequoia Financial Advisors’s Portfolio KOPN Stock Details KOPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$541K Buy
120,789
+7,444
+7% +$32.4K ﹤0.01% 1295
2026
Q1 		$255K Buy
113,345
+45,232
+66% +$109K ﹤0.01% 1663
2025
Q4 		$159K Buy
68,113
+7,971
+13% +$23K ﹤0.01% 1843
2025
Q3 		$146K Sell
60,142
-23,648
-28% -$48.2K ﹤0.01% 1662
2025
Q2 		$128K Buy
+83,790
New +$109K ﹤0.01% 1518
2023
Q3 		– Sell
-23,160
Closed -$49.8K – 986
2023
Q2 		$49.8K Buy
+23,160
New +$34.7K ﹤0.01% 946

Other funds holding KOPN

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Kopin (KOPN) stake by 6.6% in Q2 2026, buying an estimated $32.4K and bringing the position to 120,789 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Sequoia Financial Advisors first reported a position in KOPN in Q2 2023 and has held it in 6 quarters since. 201 funds tracked by Wall St. Rank hold KOPN as of Q2 2026.

  • Sequoia Financial Advisors held 120,789 shares of Kopin worth $541K as of Q2 2026.
  • Sequoia Financial Advisors bought 7,444 Kopin shares in Q2 2026, an estimated $32.4K.
  • Kopin made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1295 holding.
  • Sequoia Financial Advisors first reported a position in Kopin in Q2 2023 and has held it in 6 quarters since.
  • 201 funds tracked by Wall St. Rank held Kopin as of Q2 2026.

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