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Sequoia Financial Advisors’s Teekay TK Stock Holding History

Sequoia Financial Advisors’s Portfolio TK Stock Details TK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$622K Buy
62,187
+4,781
+8% +$59.8K ﹤0.01% 1198
2026
Q1 		$701K Sell
57,406
-15
-0% -$165 ﹤0.01% 1070
2025
Q4 		$519K Sell
57,421
-23
-0% -$212 ﹤0.01% 1260
2025
Q3 		$470K Buy
57,444
+771
+1% +$6.13K ﹤0.01% 1171
2025
Q2 		$468K Buy
56,673
+246
+0.4% +$1.91K ﹤0.01% 1034
2025
Q1 		$371K Sell
56,427
-22
-0% -$152 ﹤0.01% 979
2024
Q4 		$391K Sell
56,449
-108
-0.2% -$833 ﹤0.01% 901
2024
Q3 		$520K Sell
56,557
-46
-0.1% -$382 0.01% 731
2024
Q2 		$508K Buy
56,603
+46
+0.1% +$388 0.01% 681
2024
Q1 		$412K Hold
56,557
– – 0.01% 754
2023
Q4 		$404K Buy
56,557
+560
+1% +$3.87K 0.01% 808
2023
Q3 		$346K Hold
55,997
– – 0.01% 636
2023
Q2 		$338K Hold
55,997
– – 0.01% 656
2023
Q1 		$346K Hold
55,997
– – 0.01% 579
2022
Q4 		$254K Buy
+55,997
New +$233K 0.01% 642

Other funds holding TK

VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Teekay (TK) stake by 8.3% in Q2 2026, buying an estimated $59.8K and bringing the position to 62,187 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Sequoia Financial Advisors first reported a position in TK in Q4 2022 and has held it in 15 quarters since. The position peaked at $701K in Q1 2026. 11 funds tracked by Wall St. Rank hold TK as of Q2 2026.

  • Sequoia Financial Advisors held 62,187 shares of Teekay worth $622K as of Q2 2026.
  • Sequoia Financial Advisors bought 4,781 Teekay shares in Q2 2026, an estimated $59.8K.
  • Teekay made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1198 holding.
  • Sequoia Financial Advisors first reported a position in Teekay in Q4 2022 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's Teekay position peaked at $701K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Teekay as of Q2 2026.

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