Sequoia Financial Advisors, LLC
Holdings in PBFS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $147,835 | 10,967 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $143,229 | 10,967 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $131,933 | 10,967 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $126,339 | 10,967 | Shares | Sole | 2025-08-08 |
| 2024-09-30 | $120,307 | 10,967 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $109,779 | 10,967 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $107,586 | 10,967 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $109,779 | 10,967 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $93,658 | 10,967 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $98,154 | 10,967 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $108,134 | 10,967 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $125,023 | 10,967 | Shares | Sole | 2023-01-18 |