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Sequoia Financial Advisors’s PDF Solutions PDFS Stock Holding History

Sequoia Financial Advisors’s Portfolio PDFS Stock Details PDFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$254K Buy
+3,591
New +$178K ﹤0.01% 1797
2024
Q3 		– Sell
-18,932
Closed -$689K – 1350
2024
Q2 		$689K Buy
+18,932
New +$633K 0.01% 585

Other funds holding PDFS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Sequoia Financial Advisors opened a new position in PDF Solutions (PDFS) in Q2 2026: 3,591 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #1797 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in PDFS as recently as Q2 2024.

Sequoia Financial Advisors first reported a position in PDFS in Q2 2024 and has held it in 2 quarters since. The position peaked at $689K in Q2 2024. 25 funds tracked by Wall St. Rank hold PDFS as of Q2 2026.

  • Sequoia Financial Advisors held 3,591 shares of PDF Solutions worth $254K as of Q2 2026.
  • PDF Solutions was a new Sequoia Financial Advisors position in Q2 2026.
  • PDF Solutions made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1797 holding.
  • Sequoia Financial Advisors first reported a position in PDF Solutions in Q2 2024 and has held it in 2 quarters since.
  • Sequoia Financial Advisors's PDF Solutions position peaked at $689K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held PDF Solutions as of Q2 2026.

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