Sequoia Financial Advisors, LLC KEP KOREA ELEC PWR CORP

Ownership history in Sequoia Financial Advisors, LLC  ·  19 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported KOREA ELEC PWR CORP (KEP) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows KEP at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this KEP 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 KOREA ELEC PWR CORP, 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

KEP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 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 KEP — position size vs. price
% of Fund (quarterly)    KEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 136,803 +69,166 +102.3% 0.01% $1.7M 2026-07-17 $11.37
2026 Q1 ADDED 67,637 +3,696 +5.8% 0.01% $964K 2026-04-30 $15.29
2025 Q4 REDUCED 63,941 -461 -0.7% 0.01% $1.1M 2026-02-03 $20.59
2025 Q3 ADDED 64,402 +47 +0.1% 0.01% $840K 2025-10-29 $15.99
2025 Q2 ADDED 64,355 +3,647 +6.0% 0.01% $916K 2025-07-25 $13.90
2025 Q1 ADDED 60,708 +8,118 +15.4% 0.00% $450K 2025-04-23 $9.01
2024 Q4 ADDED 52,590 +626 +1.2% 0.00% $362K 2025-02-07 $7.14
2024 Q3 REDUCED 51,964 -166 -0.3% 0.00% $403K 2024-10-21 $7.55
2024 Q2 ADDED 52,130 +560 +1.1% 0.00% $370K 2024-07-15 $7.02
2024 Q1 ADDED 51,570 +4,842 +10.4% 0.01% $430K 2024-04-30 $7.57
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sequoia Financial Advisors, LLC and KEP

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 KEP?

Sequoia Financial Advisors, LLC reported KEP across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for KEP was 0.01% in 2026 Q2.

What is the latest reported KEP position on this page?

The most recent filing on this page is 2026 Q2, when Sequoia Financial Advisors, LLC reported 136,803 shares, equal to 0.01% of portfolio, with an estimated market value of $1.7M.

What does the chart on this KEP ownership page compare?

The chart compares Sequoia Financial Advisors, LLC's quarterly KEP 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 KEP position?

Based on 13F filing dates vs. subsequent KEP price moves, Sequoia Financial Advisors, LLC correctly timed 8 out of 18 reported position changes (44%). The annualised alpha on KEP relative to SPY over the holding period was -8.2%.

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