Sequoia Financial Advisors’s Dakota Gold DC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$91K	Buy	+21,359	New	+$115K	﹤0.01%	2083

Other funds holding DC

Fiscal Wisdom Wealth Management Canton, Connecticut $118M AUM 72.21% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies Denver, Colorado $242M AUM 22.87% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Sequoia Financial Advisors opened a new position in Dakota Gold (DC) in Q2 2026: 21,359 shares worth $91K. The stake represents ﹤0.01% of the portfolio and ranks #2083 among its holdings.

15 funds tracked by Wall St. Rank hold DC as of Q2 2026.

Sequoia Financial Advisors held 21,359 shares of Dakota Gold worth $91K as of Q2 2026.
Dakota Gold was a new Sequoia Financial Advisors position in Q2 2026.
Dakota Gold made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2083 holding.
15 funds tracked by Wall St. Rank held Dakota Gold as of Q2 2026.

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