Sequent Asset Management, LLC quarter change: USA Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sequent Asset Management, LLC opened 1 positions, added to 0, reduced 1, sold out of 2 and left 1 unchanged. The largest increase in value was Fidelity Tr 500 Index Ins Prem (+$6,774,605); the largest decrease was TIAA-CREF Mutual Funds Social (-$849,362).
Two Form 13F-HR filings compared (SEC CIK 1509550): 2026-03-31 (filed 2026-07-22) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| BLUE SQUARE ASSET MANAGEMENT, LLC | United States | $0.225B | 71 |
| Second Half Financial Partners, LLC | United States | $0.225B | 102 |
| Twin Lakes Capital Management, LLC | United States | $0.225B | 226 |
| Family Capital Management, Inc. | United States | $0.225B | 100 |
| CMG Global Holdings, LLC | United States | $0.225B | 96 |
| Pacifica Partners Inc. | Canada | $0.225B | 458 |
| MOKAN Wealth Management Inc. | United States | $0.225B | 103 |
| Wealth Advisors Northwest LLC | United States | $0.225B | 56 |
| DIXON FNANCIAL SERVICES, INC. | United States | $0.226B | 46 |
| Catawba River Capital | United States | $0.225B | 22 |