Benedict Financial Advisors
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Benedict Financial Advisors’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Benedict Financial Advisors’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$233K Hold
1,503
– – 0.05% 131
2026
Q2 		$242K Buy
+1,503
New +$242K 0.05% 132
2026
Q1 		– Sell
-1,651
Closed -$231K – 139
2025
Q4 		$231K Sell
1,651
-116
-7% -$16.2K 0.05% 130
2025
Q3 		$239K Hold
1,767
– – 0.05% 126
2025
Q2 		$228K Hold
1,767
– – 0.05% 122
2025
Q1 		$204K Buy
+1,767
New +$204K 0.05% 126
2018
Q3 		– Sell
-3,163
Closed -$208K – 109
2018
Q2 		$208K Hold
3,163
– – 0.1% 103
2018
Q1 		$202K Buy
3,163
+46
+1% +$2.94K 0.1% 102
2017
Q4 		$216K Hold
3,117
– – 0.1% 104
2017
Q3 		$221K Hold
3,117
– – 0.11% 105
2017
Q2 		$212K Hold
3,117
– – 0.11% 102
2017
Q1 		$214K Buy
+3,117
New +$214K 0.12% 100
2016
Q4 		– Sell
-1,868
Closed -$219K – 102
2016
Q3 		$219K Sell
1,868
-1,093
-37% -$128K 0.13% 96
2016
Q2 		$304K Sell
2,961
-525
-15% -$53.9K 0.18% 80
2016
Q1 		$369K Sell
3,486
-38
-1% -$4.02K 0.22% 75
2015
Q4 		$339K Sell
3,524
-57
-2% -$5.48K 0.22% 76
2015
Q3 		$320K Sell
3,581
-311
-8% -$27.8K 0.22% 75
2015
Q2 		$400K Sell
3,892
-284
-7% -$29.2K 0.26% 72
2015
Q1 		$458K Hold
4,176
– – 0.29% 71
2014
Q4 		$449K Buy
+4,176
New +$449K 0.29% 70

Other funds holding SI

Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Strengthening Families & Communities LLC
Strengthening Families & Communities LLC Boston, Massachusetts $459M AUM 29.64% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Benedict Financial Advisors's SI Position: Q3 2026 in Review

Benedict Financial Advisors held its SIEMENS AKTIENGESELLSCHAFT ADS (SI) position steady in Q3 2026 at 1,503 shares worth $233K. The position accounts for 0.05% of the portfolio, ranked #131.

Benedict Financial Advisors first reported a position in SI in Q4 2014 and has held it in 20 quarters since. The position peaked at $458K in Q1 2015. 15 funds tracked by Wall St. Rank hold SI as of Q3 2026.

  • Benedict Financial Advisors held 1,503 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $233K as of Q3 2026.
  • Benedict Financial Advisors left its SIEMENS AKTIENGESELLSCHAFT ADS share count unchanged in Q3 2026.
  • SIEMENS AKTIENGESELLSCHAFT ADS made up 0.05% of Benedict Financial Advisors's portfolio in Q3 2026, its #131 holding.
  • Benedict Financial Advisors first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q4 2014 and has held it in 20 quarters since.
  • Benedict Financial Advisors's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $458K in Q1 2015.
  • 15 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.