Sequoia Financial Advisors’s Alaska Air ALK Stock Holding History

Sequoia Financial Advisors’s Portfolio ALK Stock Details ALK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$519K	Sell	9,951 -521	-5%	-$22.3K	﹤0.01%	1324
2026 Q1	$385K	Sell	10,472 -2,701	-21%	-$130K	﹤0.01%	1421
2025 Q4	$663K	Buy	13,173 +3,256	+33%	+$151K	﹤0.01%	1115
2025 Q3	$494K	Buy	9,917 +3,365	+51%	+$187K	﹤0.01%	1144
2025 Q2	$324K	Buy	6,552 +1,260	+24%	+$61.2K	﹤0.01%	1234
2025 Q1	$260K	Sell	5,292 -89	-2%	-$5.84K	﹤0.01%	1129
2024 Q4	$348K	Buy	5,381 +332	+7%	+$17.5K	﹤0.01%	958
2024 Q3	$228K	Sell	5,049 -665	-12%	-$25.2K	﹤0.01%	1107
2024 Q2	$231K	Buy	5,714 +658	+13%	+$27.9K	﹤0.01%	1024
2024 Q1	$217K	Buy	+5,056	New	+$189K	﹤0.01%	1018
2017 Q4	–	Sell	-49,567	Closed	-$3.78M	–	309
2017 Q3	$3.78M	Buy	49,567 +2,519	+5%	+$206K	0.45%	47
2017 Q2	$4.22M	Buy	47,048 +3,725	+9%	+$327K	0.52%	43
2017 Q1	$4M	Buy	43,323 +5,042	+13%	+$477K	0.51%	40
2016 Q4	$3.4M	Buy	38,281 +3,068	+9%	+$242K	0.49%	43
2016 Q3	$2.32M	Buy	35,213 +1,294	+4%	+$85.1K	0.43%	42
2016 Q2	$1.98M	Buy	33,919 +3,176	+10%	+$219K	0.55%	45
2016 Q1	$2.52M	Buy	30,743 +3,603	+13%	+$266K	0.82%	31
2015 Q4	$2.19M	Buy	27,140 +3,133	+13%	+$248K	0.88%	24
2015 Q3	$1.91M	Buy	24,007 +4,651	+24%	+$355K	0.83%	23
2015 Q2	$1.25M	Buy	19,356 +1,257	+7%	+$81K	0.53%	42
2015 Q1	$1.2M	Buy	+18,099	New	+$1.17M	0.55%	40

Other funds holding ALK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Sequoia Financial Advisors's ALK Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Alaska Air (ALK) stake by 5% in Q2 2026, selling an estimated $22.3K and leaving 9,951 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

Sequoia Financial Advisors first reported a position in ALK in Q1 2015 and has held it in 21 quarters since. The position peaked at $4.22M in Q2 2017. 488 funds tracked by Wall St. Rank hold ALK as of Q2 2026.

Sequoia Financial Advisors held 9,951 shares of Alaska Air worth $519K as of Q2 2026.
Sequoia Financial Advisors sold 521 Alaska Air shares in Q2 2026, an estimated $22.3K.
Alaska Air made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1324 holding.
Sequoia Financial Advisors first reported a position in Alaska Air in Q1 2015 and has held it in 21 quarters since.
Sequoia Financial Advisors's Alaska Air position peaked at $4.22M in Q2 2017.
488 funds tracked by Wall St. Rank held Alaska Air as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.