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Federated Investors shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of Federated Investors (FHI) shares owned by Sequoia Financial Advisors from 13F filings

Historical chart of Sequoia Financial Advisors investment in Federated Investors

Tip: Access up to 7 years of quarterly data

All positions including Federated Investors held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Federated Investors by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 35k 52.07
2025-09-30 $1.3M 26k 51.93
2025-06-30 $748k 17k 44.32

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Ishares Tr Core Msci Total (IXUS)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Microsoft Corporation (MSFT)
Etf Ser Solutions Distillate Us (DSTL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
J P Morgan Exchange Traded F Income Etf (JPIE)
Amazon (AMZN)
Pimco Etf Tr Multisector Bd (PYLD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Sequoia Financial Advisors

Top funds holding Federated Investors

Vanguard Group
BlackRock
FMR
Charles Schwab Investment Management
AQR Capital Management
LSV Asset Management
Hanna Zanoni
Invesco
Schneider Downs Wealth Management Advisors
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Victory Capital Management
Allianz Asset Management
UBS Group

View all funds holding Federated Investors