SFA
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Sequoia Financial Advisors’s Stride LRN Stock Holding History

Sequoia Financial Advisors’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$342K Buy
+3,881
New +$315K ﹤0.01% 1489
2025
Q4 		– Sell
-2,454
Closed -$366K – 1969
2025
Q3 		$366K Buy
2,454
+297
+14% +$43.5K ﹤0.01% 1292
2025
Q2 		$313K Sell
2,157
-87
-4% -$12.6K ﹤0.01% 1247
2025
Q1 		$284K Buy
2,244
+202
+10% +$25.5K ﹤0.01% 1087
2024
Q4 		$212K Buy
+2,042
New +$194K ﹤0.01% 1190

Other funds holding LRN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return