Sequoia Financial Advisors’s Westrock Coffee WEST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$87.7K	Buy	+10,812	New	+$77.6K	﹤0.01%	2090

Other funds holding WEST

Stephens Group Little Rock, Arkansas $206M AUM 46.76% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

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

Sequoia Financial Advisors opened a new position in Westrock Coffee (WEST) in Q2 2026: 10,812 shares worth $87.7K. The stake represents ﹤0.01% of the portfolio and ranks #2090 among its holdings.

24 funds tracked by Wall St. Rank hold WEST as of Q2 2026.

Sequoia Financial Advisors held 10,812 shares of Westrock Coffee worth $87.7K as of Q2 2026.
Westrock Coffee was a new Sequoia Financial Advisors position in Q2 2026.
Westrock Coffee made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2090 holding.
24 funds tracked by Wall St. Rank held Westrock Coffee as of Q2 2026.

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