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Sequoia Financial Advisors’s Trex TREX Stock Holding History

Sequoia Financial Advisors’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$507K Buy
10,131
+1,567
+18% +$65K ﹤0.01% 1334
2026
Q1 		$312K Sell
8,564
-322
-4% -$13K ﹤0.01% 1548
2025
Q4 		$312K Buy
8,886
+4,514
+103% +$183K ﹤0.01% 1542
2025
Q3 		$226K Buy
4,372
+373
+9% +$22.7K ﹤0.01% 1560
2025
Q2 		$217K Buy
+3,999
New +$227K ﹤0.01% 1440

Other funds holding TREX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Trex (TREX) stake by 18% in Q2 2026, buying an estimated $65K and bringing the position to 10,131 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Sequoia Financial Advisors first reported a position in TREX in Q2 2025 and has held it in 5 quarters since. 470 funds tracked by Wall St. Rank hold TREX as of Q2 2026.

  • Sequoia Financial Advisors held 10,131 shares of Trex worth $507K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,567 Trex shares in Q2 2026, an estimated $65K.
  • Trex made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1334 holding.
  • Sequoia Financial Advisors first reported a position in Trex in Q2 2025 and has held it in 5 quarters since.
  • 470 funds tracked by Wall St. Rank held Trex as of Q2 2026.

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