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Sequoia Financial Advisors’s Portland General Electric POR Stock Holding History

Sequoia Financial Advisors’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$852K Sell
16,150
-6,715
-29% -$345K ﹤0.01% 969
2025
Q4 		$1.1M Buy
22,865
+5,334
+30% +$252K 0.01% 837
2025
Q3 		$771K Buy
17,531
+8,286
+90% +$348K ﹤0.01% 917
2025
Q2 		$376K Buy
+9,245
New +$388K ﹤0.01% 1147
2024
Q1 		– Sell
-5,906
Closed -$256K – 1259
2023
Q4 		$256K Buy
+5,906
New +$245K ﹤0.01% 995

Other funds holding POR

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return