Sequoia Financial Advisors, LLC BDVL BLACKROCK ETF TRUST

Ownership history in Sequoia Financial Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported BLACKROCK ETF TRUST (BDVL) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows BDVL at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BDVL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, LLC's position in BLACKROCK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BDVL was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sequoia Financial Advisors, LLC held BDVL — position size vs. price
% of Fund (quarterly)    BDVL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 496,841 -15,203 -3.0% 0.06% $12.9M 2026-07-17 $25.86
2026 Q1 REDUCED 512,044 -8,143 -1.6% 0.07% $12.6M 2026-04-30 $25.68
2025 Q4 ADDED 520,187 +17,468 +3.5% 0.07% $12.9M 2026-02-03 $25.02
2025 Q3 INITIATED 502,719 0.08% $12.6M 2025-10-29 $24.17

FAQ About Sequoia Financial Advisors, LLC and BDVL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sequoia Financial Advisors, LLC reported owning BDVL?

Sequoia Financial Advisors, LLC reported BDVL across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported BDVL position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for BDVL was 0.08% in 2025 Q3.

What is the latest reported BDVL position on this page?

The most recent filing on this page is 2026 Q2, when Sequoia Financial Advisors, LLC reported 496,841 shares, equal to 0.06% of portfolio, with an estimated market value of $12.9M.

What does the chart on this BDVL ownership page compare?

The chart compares Sequoia Financial Advisors, LLC's quarterly BDVL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sequoia Financial Advisors, LLC time their BDVL position?

Based on 13F filing dates vs. subsequent BDVL price moves, Sequoia Financial Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on BDVL relative to SPY over the holding period was -2.6%.

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