Sequoia Financial Advisors »

Portman Ridge Finance Corp shares owned by Sequoia Financial Advisors

Quarter-by-quarter ownership of Portman Ridge Finance Corp (PTMN) shares owned by Sequoia Financial Advisors from 13F filings

Historical chart of Sequoia Financial Advisors investment in Portman Ridge Finance Corp

Tip: Access up to 7 years of quarterly data

All positions including Portman Ridge Finance Corp held by Sequoia Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Portman Ridge Finance Corp by Sequoia Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $251k 14k 18.55

More positions owned by Sequoia Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Apple (AAPL)
Ishares Tr Core Msci Total (IXUS)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Msci Acwi Etf (ACWI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Equity Market (DFUS)

View all positions for Sequoia Financial Advisors

Top funds holding Portman Ridge Finance Corp

Repertoire Partners
Two Sigma Advisers
Raymond James & Associates
Advisors Asset Management
Brooklyn Capital Management
Two Sigma Investments
Gables Capital Management
Confluence Investment Management
Founders Financial Alliance
Kennedy Capital Management
Morgan Stanley
Trexquant Investment
International Assets Investment Management
Redhawk Wealth Advisors
O'shaughnessy Asset Management

View all funds holding Portman Ridge Finance Corp