SFA
LOPE icon

Sequoia Financial Advisors’s Grand Canyon Education LOPE Stock Holding History

Sequoia Financial Advisors’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$373K Sell
2,192
-676
-24% -$113K ﹤0.01% 1432
2025
Q4 		$477K Buy
2,868
+104
+4% +$18.8K ﹤0.01% 1306
2025
Q3 		$607K Buy
2,764
+1,523
+123% +$293K ﹤0.01% 1034
2025
Q2 		$235K Buy
+1,241
New +$230K ﹤0.01% 1400
2015
Q1 		– Sell
-4,484
Closed -$209K – 186
2014
Q4 		$209K Buy
+4,484
New +$200K 0.14% 146
2014
Q3 		– Sell
-6,414
Closed -$295K – 172
2014
Q2 		$295K Buy
6,414
+300
+5% +$13.5K 0.22% 102
2014
Q1 		$286K Buy
6,114
+673
+12% +$31.2K 0.24% 109
2013
Q4 		$237K Buy
+5,441
New +$239K 0.2% 117

Other funds holding LOPE

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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return