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Sequoia Financial Advisors’s Ring Energy REI Stock Holding History

Sequoia Financial Advisors’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.6K Buy
20,941
+5,000
+31% +$6.97K ﹤0.01% 2147
2026
Q1 		$24.4K Hold
15,941
– – ﹤0.01% 1908
2025
Q4 		$13.9K Hold
15,941
– – ﹤0.01% 1917
2025
Q3 		$17.4K Sell
15,941
-820
-5% -$742 ﹤0.01% 1734
2025
Q2 		$13.3K Sell
16,761
-5,885
-26% -$4.98K ﹤0.01% 1575
2025
Q1 		$26K Sell
22,646
-9,853
-30% -$12.9K ﹤0.01% 1358
2024
Q4 		$44.2K Buy
32,499
+16,558
+104% +$24.9K ﹤0.01% 1316
2024
Q3 		$25.5K Hold
15,941
– – ﹤0.01% 1277
2024
Q2 		$26.9K Hold
15,941
– – ﹤0.01% 1206
2024
Q1 		$31.2K Sell
15,941
-972
-6% -$1.45K ﹤0.01% 1148
2023
Q4 		$24.7K Sell
16,913
-489
-3% -$805 ﹤0.01% 1190
2023
Q3 		$33.9K Hold
17,402
– – ﹤0.01% 951
2023
Q2 		$29.8K Buy
17,402
+120
+0.7% +$220 ﹤0.01% 959
2023
Q1 		$32.8K Buy
17,282
+1,037
+6% +$2.24K ﹤0.01% 829
2022
Q4 		$40K Buy
+16,245
New +$44.6K ﹤0.01% 790

Other funds holding REI

PEAK6
PEAK6 Chicago, Illinois $48.6B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

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

Sequoia Financial Advisors increased its Ring Energy (REI) stake by 31% in Q2 2026, buying an estimated $6.97K and bringing the position to 20,941 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2147.

Sequoia Financial Advisors first reported a position in REI in Q4 2022 and has held it in 15 quarters since. The position peaked at $44.2K in Q4 2024. 143 funds tracked by Wall St. Rank hold REI as of Q2 2026.

  • Sequoia Financial Advisors held 20,941 shares of Ring Energy worth $22.6K as of Q2 2026.
  • Sequoia Financial Advisors bought 5,000 Ring Energy shares in Q2 2026, an estimated $6.97K.
  • Ring Energy made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2147 holding.
  • Sequoia Financial Advisors first reported a position in Ring Energy in Q4 2022 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's Ring Energy position peaked at $44.2K in Q4 2024.
  • 143 funds tracked by Wall St. Rank held Ring Energy as of Q2 2026.

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