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Sequoia Financial Advisors’s Sterling Infrastructure STRL Stock Holding History

Sequoia Financial Advisors’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$990K Buy
1,179
+225
+24% +$158K ﹤0.01% 953
2026
Q1 		$389K Sell
954
-180
-16% -$70.4K ﹤0.01% 1414
2025
Q4 		$347K Buy
1,134
+312
+38% +$107K ﹤0.01% 1479
2025
Q3 		$279K Buy
+822
New +$233K ﹤0.01% 1427

Other funds holding STRL

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Sterling Infrastructure (STRL) stake by 24% in Q2 2026, buying an estimated $158K and bringing the position to 1,179 shares worth $990K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Sequoia Financial Advisors first reported a position in STRL in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • Sequoia Financial Advisors held 1,179 shares of Sterling Infrastructure worth $990K as of Q2 2026.
  • Sequoia Financial Advisors bought 225 Sterling Infrastructure shares in Q2 2026, an estimated $158K.
  • Sterling Infrastructure made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #953 holding.
  • Sequoia Financial Advisors first reported a position in Sterling Infrastructure in Q3 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

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