Position in LTM
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$217,684
New position
Shares Held
4,403
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Airlines
Industrials · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $11,556,441 across 7 Airlines names.
| # | 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.
|
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 LTM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,684 | 4,403 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||