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West Financial Advisors’s SentinelOne S Stock Holding History

West Financial Advisors’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51 Hold
3
– – ﹤0.01% 221
2026
Q1 		$39 Hold
3
– – ﹤0.01% 190
2025
Q4 		$45 Hold
3
– – ﹤0.01% 235
2025
Q3 		$53 Buy
+3
New +$54 ﹤0.01% 191

Other funds holding S

AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
RM
Redpoint Management Woodside, California $204M AUM 31.92% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

West Financial Advisors's S Position: Q2 2026 in Review

West Financial Advisors held its SentinelOne (S) position steady in Q2 2026 at 3 shares worth $51. The position accounts for ﹤0.01% of the portfolio, ranked #221.

West Financial Advisors first reported a position in S in Q3 2025 and has held it in 4 quarters since. The position peaked at $53 in Q3 2025. 488 funds tracked by Wall St. Rank hold S as of Q2 2026.

  • West Financial Advisors held 3 shares of SentinelOne worth $51 as of Q2 2026.
  • West Financial Advisors left its SentinelOne share count unchanged in Q2 2026.
  • SentinelOne made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #221 holding.
  • West Financial Advisors first reported a position in SentinelOne in Q3 2025 and has held it in 4 quarters since.
  • West Financial Advisors's SentinelOne position peaked at $53 in Q3 2025.
  • 488 funds tracked by Wall St. Rank held SentinelOne as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.