Sequoia Financial Advisors’s TC Energy TRP Stock Holding History

Sequoia Financial Advisors’s Portfolio TRP Stock Details TRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.35M	Buy	20,399 +562	+3%	+$37.2K	0.01%	803
2026 Q1	$1.24M	Buy	19,837 +937	+5%	+$56.5K	0.01%	796
2025 Q4	$1.04M	Buy	18,900 +1,168	+7%	+$62.3K	0.01%	868
2025 Q3	$965K	Buy	17,732 +3,749	+27%	+$188K	0.01%	795
2025 Q2	$682K	Buy	13,983 +2,444	+21%	+$120K	﹤0.01%	862
2025 Q1	$545K	Buy	11,539 +1,362	+13%	+$63.5K	﹤0.01%	824
2024 Q4	$474K	Buy	10,177 +526	+5%	+$24.9K	﹤0.01%	827
2024 Q3	$459K	Buy	9,651 +1,993	+26%	+$86.6K	﹤0.01%	784
2024 Q2	$290K	Sell	7,658 -535	-7%	-$20.3K	﹤0.01%	906
2024 Q1	$329K	Buy	8,193 +2,311	+39%	+$91.2K	﹤0.01%	825
2023 Q4	$230K	Buy	+5,882	New	+$214K	﹤0.01%	1041
2023 Q3	–	Sell	-6,269	Closed	-$253K	–	1009
2023 Q2	$253K	Buy	6,269 +781	+14%	+$31.9K	﹤0.01%	757
2023 Q1	$214K	Buy	+5,488	New	+$223K	﹤0.01%	744

Other funds holding TRP

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Sequoia Financial Advisors increased its TC Energy (TRP) stake by 2.8% in Q2 2026, buying an estimated $37.2K and bringing the position to 20,399 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #803.

Sequoia Financial Advisors first reported a position in TRP in Q1 2023 and has held it in 13 quarters since. 701 funds tracked by Wall St. Rank hold TRP as of Q2 2026.

Sequoia Financial Advisors held 20,399 shares of TC Energy worth $1.35M as of Q2 2026.
Sequoia Financial Advisors bought 562 TC Energy shares in Q2 2026, an estimated $37.2K.
TC Energy made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #803 holding.
Sequoia Financial Advisors first reported a position in TC Energy in Q1 2023 and has held it in 13 quarters since.
701 funds tracked by Wall St. Rank held TC Energy as of Q2 2026.

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