Position in URBN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,873,302
+$311,302 QoQ
Shares Held
40,549
+0.3% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#121
of 418 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in URBN Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $49,207,453 across 10 Apparel Retail names. URBN ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
241,412 | $36,573,918 | |
| 2 | ROST |
Ross Stores, Inc.
|
16,361 | $3,482,438 | |
| 3 | GAP |
Gap Inc
|
172,326 | $3,219,049 | |
| 4 | URBN |
Urban Outfitters Inc
This page
|
40,549 | $2,873,302 | |
| 5 | BURL |
Burlington Stores, Inc.
|
4,064 | $1,287,475 | |
| 6 | LULU |
lululemon athletica inc.
|
4,877 | $556,855 | |
| 7 | ANF |
Abercrombie & Fitch Co /De/
|
5,398 | $485,873 | |
| 8 | VSXY |
Victoria's Secret & Co.
|
4,853 | $405,128 |
All Filings in URBN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,873,302 | 40,549 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,562,000 | 40,442 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,218,719 | 42,768 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,891,629 | 40,482 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,936,056 | 40,475 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,125,134 | 40,556 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,239,597 | 40,809 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,563,546 | 40,813 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,677,672 | 40,869 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $794,282 | 18,293 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $661,407 | 18,532 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $598,946 | 18,322 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $603,429 | 18,214 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||