Sequoia Financial Advisors’s Priority Technology Holdings PRTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$67K	Buy	+10,041	New	+$58.1K	﹤0.01%	2107

Other funds holding PRTH

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

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

Sequoia Financial Advisors opened a new position in Priority Technology Holdings (PRTH) in Q2 2026: 10,041 shares worth $67K. The stake represents ﹤0.01% of the portfolio and ranks #2107 among its holdings.

11 funds tracked by Wall St. Rank hold PRTH as of Q2 2026.

Sequoia Financial Advisors held 10,041 shares of Priority Technology Holdings worth $67K as of Q2 2026.
Priority Technology Holdings was a new Sequoia Financial Advisors position in Q2 2026.
Priority Technology Holdings made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2107 holding.
11 funds tracked by Wall St. Rank held Priority Technology Holdings as of Q2 2026.

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