SFA
OR icon

Sequoia Financial Advisors’s OR Royalties Inc OR Stock Holding History

Sequoia Financial Advisors’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,361
Closed -$204K – 2231
2026
Q1 		$204K Buy
+5,361
New +$220K ﹤0.01% 1784

Other funds holding OR

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Sequoia Financial Advisors sold out of OR Royalties Inc (OR) in Q2 2026, closing a stake of 5,361 shares — an estimated $204K sold.

Sequoia Financial Advisors first reported a position in OR in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 245 funds tracked by Wall St. Rank hold OR as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining OR Royalties Inc position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 5,361 OR Royalties Inc shares in Q2 2026, an estimated $204K.
  • Sequoia Financial Advisors first reported a position in OR Royalties Inc in Q1 2026 and held it in 1 quarter.
  • Sequoia Financial Advisors's OR Royalties Inc position peaked at $204K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held OR Royalties Inc as of Q2 2026.

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