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Livermore
Livermore
ZHEN

Sequoia Financial Advisors, LLC

SEC CIK
0001599900
Latest filing
Jul 17, 2026

C holding history

Citigroup Inc in every 13F filed by Sequoia Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
279,216
Value
$39.1M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of C by Sequoia Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026279,216$39.1M0.2%+6,806+2.5%AddedHolders
Q1 2026272,410$30.9M0.2%+3,848+1.4%AddedHolders
Q4 2025268,562$31.3M0.2%+5,672+2.2%AddedHolders
Q3 2025262,890$26.7M0.2%+15,764+6.4%AddedHolders
Q2 2025247,126$21.0M0.1%+8,337+3.5%AddedHolders
Q1 2025238,789$17.0M0.1%−18,222−7.1%ReducedHolders
Q4 2024257,011$18.1M0.2%+50,565+24.5%AddedHolders
Q3 2024206,446$12.9M0.1%+41,569+25.2%AddedHolders
Q2 2024164,877$10.5M0.1%−14,580−8.1%ReducedHolders
Q1 2024179,457$11.3M0.1%−32,633−15.4%ReducedHolders
Q4 2023212,090$10.9M0.1%+48,308+29.5%AddedHolders
Q3 2023163,782$6.74M0.1%−22,726−12.2%ReducedHolders
Q2 2023186,508$8.59M0.1%+10,029+5.7%AddedHolders
Q1 2023176,479$8.28M0.2%+157,084+809.9%AddedHolders
Q4 202219,395$877.2K<0.1%+7,178+58.8%AddedHolders
Q3 202212,217$509.0K<0.1%−1,875−13.3%ReducedHolders
Q2 202214,092$648.0K<0.1%+4,769+51.2%AddedHolders
Q1 20229,323$498.0K<0.1%−97−1.0%ReducedHolders
Q4 20219,420$569.0K<0.1%+9,420NewHolders
Q3 20210$00.0%−9,313−100.0%Sold outHolders
Q2 20219,313$659.0K<0.1%+504+5.7%AddedHolders
Q1 20218,809$641.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.