Sequoia Financial Advisors’s Eos Energy Enterprises EOSE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$117K	Buy	+19,900	New	+$138K	﹤0.01%	2057

Other funds holding EOSE

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return

Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return

Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

Sequoia Financial Advisors opened a new position in Eos Energy Enterprises (EOSE) in Q2 2026: 19,900 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #2057 among its holdings.

22 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

Sequoia Financial Advisors held 19,900 shares of Eos Energy Enterprises worth $117K as of Q2 2026.
Eos Energy Enterprises was a new Sequoia Financial Advisors position in Q2 2026.
Eos Energy Enterprises made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2057 holding.
22 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

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