Position in ALK
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$519,442
+$134,282 QoQ
Shares Held
9,951
-5.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#237
of 486 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALK Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $11,556,441 across 7 Airlines names. ALK ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
56,887 | $5,328,036 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
23,613 | $3,211,131 | |
| 3 | LUV |
Southwest Airlines Co
|
31,570 | $1,623,329 | |
| 4 | ALK |
Alaska Air Group, Inc.
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|
9,951 | $519,442 | |
| 5 | AAL |
American Airlines Group Inc.
|
21,820 | $394,287 | |
| 6 | SKYW |
Skywest Inc
|
3,670 | $364,541 | |
| 7 | ULCC |
Frontier Group Holdings, Inc.
|
14,624 | $115,675 |
All Filings in ALK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,442 | 9,951 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $385,160 | 10,472 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $662,601 | 13,173 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $493,668 | 9,917 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $324,192 | 6,552 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $260,472 | 5,292 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $348,419 | 5,381 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $228,265 | 5,049 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $230,845 | 5,714 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $217,357 | 5,056 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||