Sequoia Financial Advisors’s DNP Select Income Fund DNP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$936K	Buy	86,734 +73,007	+532%	+$779K	﹤0.01%	986
2026 Q1	$141K	Sell	13,727 -7,682	-36%	-$78.4K	﹤0.01%	1827
2025 Q4	$214K	Buy	21,409 +9,330	+77%	+$93.9K	﹤0.01%	1774
2025 Q3	$121K	Sell	12,079 -1,820	-13%	-$17.9K	﹤0.01%	1677
2025 Q2	$136K	Hold	13,899	–	–	﹤0.01%	1513
2025 Q1	$137K	Buy	+13,899	New	+$131K	﹤0.01%	1301
2022 Q3	–	Sell	-10,014	Closed	-$109K	–	550
2022 Q2	$109K	Buy	+10,014	New	+$113K	﹤0.01%	566
2022 Q1	–	Sell	-10,052	Closed	-$109K	–	681
2021 Q4	$109K	Buy	+10,052	New	+$109K	﹤0.01%	570

Other funds holding DNP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Sequoia Financial Advisors increased its DNP Select Income Fund (DNP) stake by 532% in Q2 2026, buying an estimated $779K and bringing the position to 86,734 shares worth $936K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Sequoia Financial Advisors first reported a position in DNP in Q4 2021 and has held it in 8 quarters since. 329 funds tracked by Wall St. Rank hold DNP as of Q2 2026.

Sequoia Financial Advisors held 86,734 shares of DNP Select Income Fund worth $936K as of Q2 2026.
Sequoia Financial Advisors bought 73,007 DNP Select Income Fund shares in Q2 2026, an estimated $779K.
DNP Select Income Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #986 holding.
Sequoia Financial Advisors first reported a position in DNP Select Income Fund in Q4 2021 and has held it in 8 quarters since.
329 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2026.

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