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 Q2	$765K	Sell	14,765 -1,385	-9%	-$70.2K	﹤0.01%	1076
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its Portland General Electric (POR) stake by 8.6% in Q2 2026, selling an estimated $70.2K and leaving 14,765 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Sequoia Financial Advisors first reported a position in POR in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.1M in Q4 2025. 507 funds tracked by Wall St. Rank hold POR as of Q2 2026.

Sequoia Financial Advisors held 14,765 shares of Portland General Electric worth $765K as of Q2 2026.
Sequoia Financial Advisors sold 1,385 Portland General Electric shares in Q2 2026, an estimated $70.2K.
Portland General Electric made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1076 holding.
Sequoia Financial Advisors first reported a position in Portland General Electric in Q4 2023 and has held it in 6 quarters since.
Sequoia Financial Advisors's Portland General Electric position peaked at $1.1M in Q4 2025.
507 funds tracked by Wall St. Rank held Portland General Electric as of Q2 2026.

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