Sequoia Financial Advisors, LLC

Position in MS — Morgan Stanley

CIK 1599900 Akron, OH

Position in MS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$58,538,934

+$13,867,889 QoQ

Shares Held

280,037

+3.2% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#251

of 2,722 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $279,080,076 across 24 Capital Markets names. MS ranks #2 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	153,522	$155,267,545
2	MS	Morgan Stanley This page	280,037	$58,538,934
3	SCHW	Schwab Charles Corp	327,673	$30,234,387
4	JEF	Jefferies Financial Group Inc.	182,934	$9,143,041
5	TW	Tradeweb Markets Inc.	77,150	$7,688,769
6	EVR	Evercore Inc.	21,658	$7,394,907
7	HOOD	Robinhood Markets, Inc.	35,742	$3,584,207
8	IBKR	Interactive Brokers Group, Inc.	14,304	$1,245,020

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,538,934	280,037	+3.2%	Shares	Sole	2026-07-17
2026-03-31	$44,671,045	271,441	+0.0%	Shares	Sole	2026-04-30
2025-12-31	$48,177,203	271,375	+4.7%	Shares	Sole	2026-02-03
2025-09-30	$41,220,076	259,311	+29.5%	Shares	Sole	2025-10-29
2025-06-30	$28,202,707	200,218	+6.6%	Shares	Sole	2025-07-25
2025-03-31	$21,909,809	187,793	+212.2%	Shares	Sole	2025-04-23
2024-12-31	$7,561,806	60,148	+3.8%	Shares	Sole	2025-08-08
2024-09-30	$6,038,935	57,933	+23.8%	Shares	Sole	2024-10-21
2024-06-30	$4,546,936	46,784	+8.6%	Shares	Sole	2024-07-15
2024-03-31	$4,057,731	43,094	-25.6%	Shares	Sole	2024-04-30
2023-12-31	$5,403,557	57,947	+122.9%	Shares	Sole	2024-01-26
2023-09-30	$2,122,848	25,993	-0.6%	Shares	Sole	2023-11-08
2023-06-30	$2,233,210	26,150	+5.7%	Shares	Sole	2023-08-08
2023-03-31	$2,172,874	24,748	+25.9%	Shares	Sole	2023-04-25
2022-12-31	$1,671,578	19,661	-21.0%	Shares	Sole	2023-02-10
2022-09-30	$1,966,084	24,884	-3.6%	Shares	Sole	2022-10-26
2022-06-30	$1,963,108	25,810	-13.3%	Shares	Sole	2022-07-22
2022-03-31	$2,600,674	29,756	-6.5%	Shares	Sole	2022-05-13
2021-12-31	$3,125,021	31,836	+175.0%	Shares	Sole	2022-02-22
2021-09-30	$1,126,363	11,575	-63.1%	Shares	Sole	2021-10-26
2021-06-30	$2,875,490	31,361	+8.0%	Shares	Sole	2021-07-27
2021-03-31	$2,255,401	29,042	+2.4%	Shares	Sole	2021-05-14
2020-12-31	$1,942,962	28,352	+292.5%	Shares	Sole	2021-02-12
2020-09-30	$349,232	7,223	+8.3%	Shares	Sole	2020-10-23
2020-06-30	$322,064	6,668	+3.3%	Shares	Sole	2020-08-25
2020-03-31	$219,470	6,455	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.