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Sequoia Financial Advisors’s Mine Safety MSA Stock Holding History

Sequoia Financial Advisors’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273K Sell
1,561
-889
-36% -$149K ﹤0.01% 1747
2026
Q1 		$402K Buy
2,450
+675
+38% +$123K ﹤0.01% 1398
2025
Q4 		$284K Buy
1,775
+597
+51% +$97.2K ﹤0.01% 1593
2025
Q3 		$203K Buy
+1,178
New +$204K ﹤0.01% 1624

Other funds holding MSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

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

Sequoia Financial Advisors reduced its Mine Safety (MSA) stake by 36% in Q2 2026, selling an estimated $149K and leaving 1,561 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Sequoia Financial Advisors first reported a position in MSA in Q3 2025 and has held it in 4 quarters since. The position peaked at $402K in Q1 2026. 458 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

  • Sequoia Financial Advisors held 1,561 shares of Mine Safety worth $273K as of Q2 2026.
  • Sequoia Financial Advisors sold 889 Mine Safety shares in Q2 2026, an estimated $149K.
  • Mine Safety made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1747 holding.
  • Sequoia Financial Advisors first reported a position in Mine Safety in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Mine Safety position peaked at $402K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

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