SFA
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Sequoia Financial Advisors’s Sunrun RUN Stock Holding History

Sequoia Financial Advisors’s Portfolio RUN Stock Details RUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$594K Buy
+44,374
New +$599K ﹤0.01% 1240
2024
Q4 		– Sell
-10,041
Closed -$181K – 1407
2024
Q3 		$181K Buy
+10,041
New +$178K ﹤0.01% 1179
2020
Q4 		– Sell
-3,560
Closed -$274K – 430
2020
Q3 		$274K Buy
+3,560
New +$168K 0.01% 309

Other funds holding RUN

AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $44.3M AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Sequoia Financial Advisors opened a new position in Sunrun (RUN) in Q2 2026: 44,374 shares worth $594K. The stake represents ﹤0.01% of the portfolio and ranks #1240 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in RUN as recently as Q3 2024.

Sequoia Financial Advisors first reported a position in RUN in Q3 2020 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold RUN as of Q2 2026.

  • Sequoia Financial Advisors held 44,374 shares of Sunrun worth $594K as of Q2 2026.
  • Sunrun was a new Sequoia Financial Advisors position in Q2 2026.
  • Sunrun made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1240 holding.
  • Sequoia Financial Advisors first reported a position in Sunrun in Q3 2020 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Sunrun as of Q2 2026.

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