Sequoia Financial Advisors’s PPL Corp PPL Stock Holding History

Sequoia Financial Advisors’s Portfolio PPL Stock Details PPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4M	Buy	38,642 +4,536	+13%	+$168K	0.01%	793
2026 Q1	$1.3M	Sell	34,106 -1,230	-3%	-$45.4K	0.01%	780
2025 Q4	$1.24M	Sell	35,336 -8,798	-20%	-$317K	0.01%	787
2025 Q3	$1.64M	Buy	44,134 +11,025	+33%	+$396K	0.01%	587
2025 Q2	$1.12M	Buy	33,109 +19,171	+138%	+$667K	0.01%	646
2025 Q1	$503K	Buy	13,938 +2,116	+18%	+$71.8K	﹤0.01%	855
2024 Q4	$384K	Buy	11,822 +1,399	+13%	+$46.1K	﹤0.01%	910
2024 Q3	$345K	Buy	+10,423	New	+$319K	﹤0.01%	910
2024 Q1	–	Sell	-12,890	Closed	-$349K	–	1260
2023 Q4	$349K	Buy	+12,890	New	+$327K	﹤0.01%	862

Other funds holding PPL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Sequoia Financial Advisors increased its PPL Corp (PPL) stake by 13% in Q2 2026, buying an estimated $168K and bringing the position to 38,642 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #793.

Sequoia Financial Advisors first reported a position in PPL in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.64M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

Sequoia Financial Advisors held 38,642 shares of PPL Corp worth $1.4M as of Q2 2026.
Sequoia Financial Advisors bought 4,536 PPL Corp shares in Q2 2026, an estimated $168K.
PPL Corp made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #793 holding.
Sequoia Financial Advisors first reported a position in PPL Corp in Q4 2023 and has held it in 9 quarters since.
Sequoia Financial Advisors's PPL Corp position peaked at $1.64M in Q3 2025.
1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

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