Position in WTBA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$296,764
+$41,307 QoQ
Shares Held
11,186
+4.2% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 113 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTBA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $135,252,446 across 127 Banks - Regional names. WTBA ranks #97 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
638,779 | $11,325,551 | |
| 2 | USB |
US Bancorp \De\
|
162,867 | $9,837,166 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
99,262 | $6,867,937 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
24,717 | $6,085,819 | |
| 5 | WAL |
Western Alliance Bancorporation
|
65,552 | $5,388,374 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
58,388 | $4,091,247 | |
| 7 | TFC |
Truist Financial Corp
|
73,813 | $3,677,363 | |
| 8 | IBN |
Icici Bank Ltd
|
107,529 | $3,121,566 |
All Filings in WTBA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,764 | 11,186 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $255,457 | 10,738 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $238,254 | 10,737 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $218,846 | 10,770 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $211,199 | 10,759 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $218,801 | 10,973 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $231,719 | 10,703 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||