Position in MFG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,631,757
+$453,794 QoQ
Shares Held
205,511
+27.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $95,468,125 across 76 Banks - Regional names. MFG ranks #20 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
565,859 | $8,855,693 | |
| 2 | USB |
US Bancorp De
|
164,385 | $8,549,663 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
89,414 | $5,152,034 | |
| 4 | WAL |
Western Alliance Bancorporation
|
61,657 | $4,368,398 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
20,972 | $4,364,063 | |
| 6 | TFC |
Truist Financial Corp
|
69,896 | $3,213,119 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
49,442 | $2,965,036 | |
| 8 | NU |
Nu Holdings Ltd.
|
196,677 | $2,826,248 |
All Filings in MFG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,631,757 | 205,511 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,177,963 | 160,924 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,014,936 | 151,483 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $671,742 | 120,817 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $603,438 | 109,517 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $507,156 | 103,713 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $402,567 | 96,308 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $385,137 | 91,049 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $396,670 | 99,666 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $347,512 | 101,021 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $337,947 | 98,527 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $308,160 | 100,378 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $290,451 | 102,997 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $239,301 | 84,261 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $169,456 | 76,677 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $123,233 | 55,015 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $174,024 | 67,714 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $81,393 | 31,919 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $36,224 | 12,755 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $64,324 | 22,570 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $65,678 | 22,570 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $56,967 | 22,340 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $56,230 | 22,051 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||