SFA
URG

Sequoia Financial Advisors’s Ur-Energy URG Stock Holding History

Sequoia Financial Advisors’s Portfolio URG Stock Details URG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.5K Buy
+14,320
New +$23.4K ﹤0.01% 2148

Other funds holding URG

ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Sequoia Financial Advisors opened a new position in Ur-Energy (URG) in Q2 2026: 14,320 shares worth $19.5K. The stake represents ﹤0.01% of the portfolio and ranks #2148 among its holdings.

17 funds tracked by Wall St. Rank hold URG as of Q2 2026.

  • Sequoia Financial Advisors held 14,320 shares of Ur-Energy worth $19.5K as of Q2 2026.
  • Ur-Energy was a new Sequoia Financial Advisors position in Q2 2026.
  • Ur-Energy made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2148 holding.
  • 17 funds tracked by Wall St. Rank held Ur-Energy as of Q2 2026.

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