SFA
MTA

Sequoia Financial Advisors’s Metalla Royalty & Streaming MTA Stock Holding History

Sequoia Financial Advisors’s Portfolio MTA Stock Details MTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105K Hold
13,805
– – ﹤0.01% 2073
2026
Q1 		$91.5K Hold
13,805
– – ﹤0.01% 1860
2025
Q4 		$107K Hold
13,805
– – ﹤0.01% 1870
2025
Q3 		$87.7K Buy
+13,805
New +$65.4K ﹤0.01% 1694

Other funds holding MTA

NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

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

Sequoia Financial Advisors held its Metalla Royalty & Streaming (MTA) position steady in Q2 2026 at 13,805 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

Sequoia Financial Advisors first reported a position in MTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $107K in Q4 2025. 9 funds tracked by Wall St. Rank hold MTA as of Q2 2026.

  • Sequoia Financial Advisors held 13,805 shares of Metalla Royalty & Streaming worth $105K as of Q2 2026.
  • Sequoia Financial Advisors left its Metalla Royalty & Streaming share count unchanged in Q2 2026.
  • Metalla Royalty & Streaming made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2073 holding.
  • Sequoia Financial Advisors first reported a position in Metalla Royalty & Streaming in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Metalla Royalty & Streaming position peaked at $107K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Metalla Royalty & Streaming as of Q2 2026.

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