SFA
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Sequoia Financial Advisors’s Macy's M Stock Holding History

Sequoia Financial Advisors’s Portfolio M Stock Details M Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Hold
0
– -$22.1K – 2006
2025
Q4 		– Hold
0
– – – 1913

Other funds holding M

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return
CIP
Convergence Investment Partners Palm Beach Gardens, Florida $1.06B AUM 87.75% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Macy's (M) stake by 19% in Q2 2026, buying an estimated $132K and bringing the position to 38,689 shares worth $911K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Sequoia Financial Advisors first reported a position in M in Q4 2020 and has held it in 12 quarters since. 147 funds tracked by Wall St. Rank hold M as of Q2 2026.

  • Sequoia Financial Advisors held 38,689 shares of Macy's worth $911K as of Q2 2026.
  • Sequoia Financial Advisors bought 6,310 Macy's shares in Q2 2026, an estimated $132K.
  • Macy's made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #996 holding.
  • Sequoia Financial Advisors first reported a position in Macy's in Q4 2020 and has held it in 12 quarters since.
  • 147 funds tracked by Wall St. Rank held Macy's as of Q2 2026.

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