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Sequoia Financial Advisors, LLC Last Quarter Change: USA Stocks, Unchanged

Sequoia Financial Advisors, LLC quarter change: USA Stocks, Unchanged

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sequoia Financial Advisors, LLC opened 295 positions, added to 702, reduced 488, sold out of 65 and left 22 unchanged. The largest increase in value was NVDA (+$100,137,926); the largest decrease was WYNN (-$81,829,678).

  • STRZ: Country of operation United States; Class COM; Shares 2026-03-31 10,688; Shares 2026-06-30 10,688.
  • CEF: Country of operation Canada; Class PHYSICAL GOLD AN; Shares 2026-03-31 10,905; Shares 2026-06-30 10,905.
  • LINK: Country of operation United States; Class COM NEW; Shares 2026-03-31 42,675; Shares 2026-06-30 42,675.
  • FNWB: Country of operation United States; Class COM; Shares 2026-03-31 15,000; Shares 2026-06-30 15,000.

Two Form 13F-HR filings compared (SEC CIK 1599900): 2026-03-31 (filed 2026-04-30) and 2026-06-30 (filed 2026-07-17). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
STRZ
STARZ ENTERTAINMENT CORP.
United StatesCOM10,68810,6880$122,912$308,456+$185,544
CEF
SPROTT ASSET MANAGEMENT LP
CanadaPHYSICAL GOLD AN10,90510,9050$520,387$438,709-$81,678
LINK
INTERLINK ELECTRS INC
United StatesCOM NEW42,67542,6750$125,465$205,694+$80,229
FNWB
FIRST NORTHWEST BANCORP
United StatesCOM15,00015,0000$130,200$162,150+$31,950
CIGI
COLLIERS INTL GROUP INC
SUB VTG SHS2,4242,4240$259,102$227,347-$31,755
GAM
GENERAL AMERN INVS CO INC
United StatesCOM3,5643,5640$208,388$227,205+$18,817
WES
WESTERN MIDSTREAM PARTNERS L
United StatesCOM UNIT LP INT7,1757,1750$295,395$313,978+$18,583
VVOS
VIVOS THERAPEUTICS INC
United StatesCOM NEW24,00024,0000$28,320$10,908-$17,412
MTA
METALLA RTY & STREAMING LTD
COM NEW13,80513,8050$91,528$105,057+$13,529
NOMD
NOMAD FOODS LTD
USD ORD SHS10,00010,0000$96,100$109,500+$13,400
COPY
RBB FUND TRUST
TWEEDY BROWNE12,91212,9120$177,152$190,193+$13,041
IMNM
IMMUNOME INC
United StatesCOM19,12719,1270$418,308$405,302-$13,006
GASS
STEALTHGAS INC
SHS10,00010,0000$91,800$79,000-$12,800
HESM
HESS MIDSTREAM LP
United StatesCL A SHS8,7008,7000$338,169$327,120-$11,049
GGN
GAMCO GLOBAL GOLD NAT RES &
United StatesCOM SH BEN INT22,32922,3290$118,792$108,074-$10,718
RIV
RIVERNORTH OPPORTUNITIES FD
United StatesCOM14,00014,0000$155,400$163,240+$7,840
NAT
NORDIC AMERICAN TANKERS LIMI
COM19,58719,5870$114,780$108,512-$6,268
FLNT
FLUENT INC
United StatesCOM NEW10,19010,1900$32,201$38,009+$5,808
TLYS
TILLYS INC
United StatesCL A12,03912,0390$48,758$50,564+$1,806
MLSS
MILESTONE SCIENTIFIC INC
United StatesCOM NEW43,42243,4220$12,506$13,939+$1,433
TNYA
TENAYA THERAPEUTICS INC
United StatesCOM10,72510,7250$7,426$7,927+$501
SEER
SEER INC
United StatesCOM CL A16,60016,6000$27,888$27,556-$332

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