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SFA
Sequoia Financial Advisors’s
SiriusPoint
SPNT
Stock Holding History
Sequoia Financial Advisors’s Portfolio
SPNT Stock Details
SPNT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$348K
Sell
16,162
-832
-5%
-$17.1K
﹤0.01%
1475
2025
Q4
$372K
Buy
16,994
+873
+5%
+$17.5K
﹤0.01%
1445
2025
Q3
$292K
Buy
16,121
+66
+0.4%
+$1.24K
﹤0.01%
1411
2025
Q2
$327K
Buy
16,055
+19
+0.1%
+$349
﹤0.01%
1229
2025
Q1
$277K
Sell
16,036
-30
-0.2%
-$447
﹤0.01%
1100
2024
Q4
$263K
Sell
16,066
-656
-4%
-$9.47K
﹤0.01%
1074
2024
Q3
$240K
Sell
16,722
-156
-0.9%
-$2.18K
﹤0.01%
1085
2024
Q2
$206K
Sell
16,878
-469
-3%
-$5.85K
﹤0.01%
1097
2024
Q1
$220K
Buy
17,347
+5
+0%
+$60
﹤0.01%
1007
2023
Q4
$201K
Buy
17,342
+612
+4%
+$6.45K
﹤0.01%
1108
2023
Q3
$170K
Sell
16,730
-26
-0.2%
-$260
﹤0.01%
879
2023
Q2
$151K
Sell
16,756
-1,724
-9%
-$15.8K
﹤0.01%
887
2023
Q1
$150K
Sell
18,480
-131
-0.7%
-$921
﹤0.01%
785
2022
Q4
$110K
Buy
+18,611
New
+$109K
﹤0.01%
769
Other funds holding SPNT
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
DSC
Donald Smith & Co
New York
$5.56B AUM
47.13%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
PMG
Private Management Group
Irvine, California
$3.47B AUM
13.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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