Sequoia Financial Advisors, LLC CBCY β€” CENTRAL BANCOMPANY

Ownership history in Sequoia Financial Advisors, LLC  Β·  2 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported CENTRAL BANCOMPANY (CBCY) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows CBCY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CBCY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, LLC's position in CENTRAL BANCOMPANY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CBCY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sequoia Financial Advisors, LLC held CBCY β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 75,000 β€” 0% 0.01% $1.8M 2026-04-30 β€”
2025 Q4 INITIATED β€” β€” β€” 75,000 β€” β€” 0.01% $1.8M 2026-02-03 β€”

FAQ About Sequoia Financial Advisors, LLC and CBCY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sequoia Financial Advisors, LLC reported owning CBCY?

Sequoia Financial Advisors, LLC reported CBCY across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported CBCY position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for CBCY was 0.01% in 2025 Q4.

What is the latest reported CBCY position on this page?

The most recent filing on this page is 2026 Q1, when Sequoia Financial Advisors, LLC reported 75,000 shares, equal to 0.01% of portfolio, with an estimated market value of $1.8M.

What does the chart on this CBCY ownership page compare?

The chart compares Sequoia Financial Advisors, LLC's quarterly CBCY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Sequoia Financial Advisors, LLC Holdings