SFA
SEER icon

Sequoia Financial Advisors’s Seer Inc SEER Stock Holding History

Sequoia Financial Advisors’s Portfolio SEER Stock Details SEER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.6K Hold
16,600
– – ﹤0.01% 2143
2026
Q1 		$27.9K Hold
16,600
– – ﹤0.01% 1906
2025
Q4 		$30.4K Hold
16,600
– – ﹤0.01% 1907
2025
Q3 		$36K Sell
16,600
-332
-2% -$707 ﹤0.01% 1725
2025
Q2 		$36.2K Hold
16,932
– – ﹤0.01% 1562
2025
Q1 		$28.6K Hold
16,932
– – ﹤0.01% 1356
2024
Q4 		$39.1K Sell
16,932
-5,832
-26% -$12.8K ﹤0.01% 1323
2024
Q3 		$44.8K Hold
22,764
– – ﹤0.01% 1256
2024
Q2 		$38.2K Sell
22,764
-230
-1% -$430 ﹤0.01% 1196
2024
Q1 		$43.7K Sell
22,994
-1,094
-5% -$1.96K ﹤0.01% 1143
2023
Q4 		$46.7K Sell
24,088
-6,739
-22% -$12K ﹤0.01% 1178
2023
Q3 		$68.1K Hold
30,827
– – ﹤0.01% 932
2023
Q2 		$132K Buy
+30,827
New +$121K ﹤0.01% 897

Other funds holding SEER

PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

Sequoia Financial Advisors held its Seer Inc (SEER) position steady in Q2 2026 at 16,600 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2143.

Sequoia Financial Advisors first reported a position in SEER in Q2 2023 and has held it in 13 quarters since. The position peaked at $132K in Q2 2023. 5 funds tracked by Wall St. Rank hold SEER as of Q2 2026.

  • Sequoia Financial Advisors held 16,600 shares of Seer Inc worth $27.6K as of Q2 2026.
  • Sequoia Financial Advisors left its Seer Inc share count unchanged in Q2 2026.
  • Seer Inc made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2143 holding.
  • Sequoia Financial Advisors first reported a position in Seer Inc in Q2 2023 and has held it in 13 quarters since.
  • Sequoia Financial Advisors's Seer Inc position peaked at $132K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Seer Inc as of Q2 2026.

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