Position in PHI
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$504,602
-$12,657 QoQ
Shares Held
23,983
+0.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHI 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.
| # | 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 PHI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $504,602 | 23,983 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $517,259 | 23,793 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $261,650 | 13,992 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $303,377 | 13,942 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $278,558 | 12,737 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $257,582 | 11,629 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $277,374 | 10,319 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $256,381 | 10,439 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $215,035 | 8,720 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $202,622 | 8,648 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||