| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ROTHSCHILD INVESTMENT LLC /IL | 23 | 10 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q2 2022 | 33 |
| FULTON BANK, N.A. | 28 | 28 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2020 | 28 |
| WEDGEWOOD INVESTORS INC /PA/ | 20 | 20 | 1.81% | 4.48% | 6.54% | Q2 2013 | Q1 2018 | 20 |
| 1834 INVESTMENT ADVISORS CO | 12 | 12 | 0.08% | 0.12% | 0.17% | Q2 2014 | Q1 2017 | 12 |
| STEWART & PATTEN CO LLC | 2 | 1 | 0.05% | 0.06% | 0.08% | Q2 2015 | Q2 2021 | 3 |
| Garde Capital, Inc. | 3 | 3 | 0.01% | 0.04% | 0.12% | Q1 2023 | Q3 2023 | 3 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2021 | Q2 2021 | 1 |
| Douglas C. Lane & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
| REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
| DOWLING & YAHNKE LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
| SouthState Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
This page lists all the filers that currently own Sequoia Fund or have owned Sequoia Fund in the past.