SFA
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Sequoia Financial Advisors’s SPS Commerce SPSC Stock Holding History

Sequoia Financial Advisors’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,623
Closed -$299K – 1463
2024
Q4 		$299K Buy
1,623
+39
+2% +$7.32K ﹤0.01% 1023
2024
Q3 		$308K Hold
1,584
– – ﹤0.01% 957
2024
Q2 		$298K Buy
1,584
+26
+2% +$4.76K ﹤0.01% 895
2024
Q1 		$288K Sell
1,558
-16
-1% -$2.95K ﹤0.01% 878
2023
Q4 		$305K Buy
1,574
+108
+7% +$18.8K ﹤0.01% 925
2023
Q3 		$250K Buy
1,466
+35
+2% +$6.21K ﹤0.01% 766
2023
Q2 		$275K Buy
1,431
+91
+7% +$14.7K ﹤0.01% 733
2023
Q1 		$204K Buy
+1,340
New +$190K ﹤0.01% 760

Other funds holding SPSC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return