SFA
SPXC icon

Sequoia Financial Advisors’s SPX Corp SPXC Stock Holding History

Sequoia Financial Advisors’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Buy
4,466
+1,186
+36% +$259K 0.01% 904
2026
Q1 		$656K Sell
3,280
-986
-23% -$212K ﹤0.01% 1112
2025
Q4 		$853K Buy
4,266
+820
+24% +$167K ﹤0.01% 970
2025
Q3 		$644K Buy
3,446
+63
+2% +$11.6K ﹤0.01% 1005
2025
Q2 		$567K Sell
3,383
-62
-2% -$9.08K ﹤0.01% 942
2025
Q1 		$444K Buy
3,445
+59
+2% +$8.45K ﹤0.01% 901
2024
Q4 		$493K Buy
3,386
+85
+3% +$13.7K ﹤0.01% 810
2024
Q3 		$526K Buy
3,301
+219
+7% +$33K 0.01% 727
2024
Q2 		$438K Sell
3,082
-26
-0.8% -$3.43K 0.01% 745
2024
Q1 		$383K Sell
3,108
-74
-2% -$8.04K ﹤0.01% 777
2023
Q4 		$321K Buy
3,182
+132
+4% +$11.4K ﹤0.01% 899
2023
Q3 		$248K Buy
3,050
+139
+5% +$11.2K ﹤0.01% 769
2023
Q2 		$247K Buy
+2,911
New +$217K ﹤0.01% 768

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sequoia Financial Advisors increased its SPX Corp (SPXC) stake by 36% in Q2 2026, buying an estimated $259K and bringing the position to 4,466 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #904.

Sequoia Financial Advisors first reported a position in SPXC in Q2 2023 and has held it in 13 quarters since. 516 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

  • Sequoia Financial Advisors held 4,466 shares of SPX Corp worth $1.09M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,186 SPX Corp shares in Q2 2026, an estimated $259K.
  • SPX Corp made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #904 holding.
  • Sequoia Financial Advisors first reported a position in SPX Corp in Q2 2023 and has held it in 13 quarters since.
  • 516 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

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