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Showing 8 of 11 quarters

Position history for Sequoia Financial Advisors, LLCSequoia Financial Advisors, LLC's holdings in T ROWE PRICE EXCHANGE-TRADED

Yes. Sequoia Financial Advisors holds 4,396,076 shares of TDVG (T Rowe Price Exchange-Traded), worth $215.5M, as of its Q2 2026 13F filing. It increased the position by 161,288 shares (+3.8%) from Q1 2026. Sequoia Financial Advisors has held TDVG since Q4 2023, across 11 quarterly 13F filings. TDVG is 1.1% of Sequoia Financial Advisors' reported 13F portfolio.

Current Value

$215.5M

Current Shares

4.4M

Total Value Change

+$185.9M

Total Shares Change

+3.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.4M
+3.8%
$215.5M1.1%$49.03
50
2026-Q1
Increased
4.2M
+2.3%
$189M1.1%$44.52
49
2025-Q4
Increased
4.1M
+10.1%
$186.3M1.0%$44.72
53
2025-Q3
Increased
3.8M
+1032.8%
$165.4M1.0%$43.60
77
2025-Q2
Decreased
332,120
-5.2%
$14.1M0.1%$41.94
0
2025-Q1
Decreased
350,230
-2.5%
$14.1M0.1%$39.87
0
2024-Q4
Decreased
359,058
-50.4%
$14.2M0.1%$38.96
0
2024-Q3
Decreased
724,560
-2.4%
$29.7M0.3%$40.19
0

Other major holders of TDVG: National Pension Service, BANK OF AMERICA CORP /DE/

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