Sequoia Financial Advisors, LLC
Position in CHTR — Charter Communications, Inc. /Mo/
CIK 1599900
Akron, OH
Position in CHTR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$674,786
-$249,612 QoQ
Shares Held
4,745
+10.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#381
of 777 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHTR Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $65,060,151 across 22 Telecom Services names. CHTR ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
338,532 | $14,333,444 | |
| 2 | CMCSA |
Comcast Corp
|
537,097 | $13,185,731 | |
| 3 | T |
At&T Inc.
|
502,093 | $10,393,325 | |
| 4 | LUMN |
Lumen Technologies, Inc.
|
1,327,331 | $10,193,902 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
22,454 | $3,766,209 | |
| 6 | SKM |
Sk Telecom Co Ltd
|
115,030 | $3,699,364 | |
| 7 | CHT |
Chunghwa Telecom Co Ltd
|
54,069 | $2,393,093 | |
| 8 | VOD |
Vodafone Group Public Ltd Co
|
81,223 | $1,074,580 |
All Filings in CHTR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,786 | 4,745 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $924,398 | 4,282 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $839,592 | 4,022 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $775,810 | 2,820 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,235,423 | 3,022 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $915,797 | 2,485 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $837,729 | 2,444 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $848,441 | 2,618 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $684,917 | 2,291 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $505,405 | 1,739 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $897,073 | 2,308 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $836,977 | 1,903 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $653,183 | 1,778 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $678,028 | 1,896 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $610,040 | 1,799 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $540,215 | 1,153 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $530,245 | 972 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $488,325 | 749 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $282,086 | 391 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $222,127 | 360 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||