Sequoia Financial Advisors
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Sequoia Financial Advisors’s DoubleVerify DV Stock Holding History

Sequoia Financial Advisors’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$205K Buy
+18,905
New +$194K ﹤0.01% 1970
2026
Q1 		– Sell
-32,513
Closed -$372K – 1969
2025
Q4 		$372K Buy
32,513
+12,425
+62% +$137K ﹤0.01% 1446
2025
Q3 		$241K Buy
20,088
+6,184
+44% +$91.7K ﹤0.01% 1518
2025
Q2 		$208K Buy
+13,904
New +$191K ﹤0.01% 1464

Other funds holding DV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Providence Equity Partners
Providence Equity Partners Providence, Rhode Island $329M AUM 46.85% 1-Year Est. Return
Disciplined Growth Investors
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Topline Capital Management
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

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

Sequoia Financial Advisors opened a new position in DoubleVerify (DV) in Q2 2026: 18,905 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1970 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in DV as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in DV in Q2 2025 and has held it in 4 quarters since. The position peaked at $372K in Q4 2025. 319 funds tracked by Wall St. Rank hold DV as of Q2 2026.

  • Sequoia Financial Advisors held 18,905 shares of DoubleVerify worth $205K as of Q2 2026.
  • DoubleVerify was a new Sequoia Financial Advisors position in Q2 2026.
  • DoubleVerify made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1970 holding.
  • Sequoia Financial Advisors first reported a position in DoubleVerify in Q2 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's DoubleVerify position peaked at $372K in Q4 2025.
  • 319 funds tracked by Wall St. Rank held DoubleVerify as of Q2 2026.

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