BFA
SI

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
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

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Benedict Financial Advisors's SI Position: Q2 2026 in Review

Benedict Financial Advisors opened a new position in SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q2 2026: 1,503 shares worth $242K. The stake represents 0.05% of the portfolio and ranks #132 among its holdings. This is a return to the name: Benedict Financial Advisors previously reported a position in SI as recently as Q4 2025.

Benedict Financial Advisors first reported a position in SI in Q4 2014 and has held it in 19 quarters since. The position peaked at $458K in Q1 2015. 14 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • Benedict Financial Advisors held 1,503 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $242K as of Q2 2026.
  • SIEMENS AKTIENGESELLSCHAFT ADS was a new Benedict Financial Advisors position in Q2 2026.
  • SIEMENS AKTIENGESELLSCHAFT ADS made up 0.05% of Benedict Financial Advisors's portfolio in Q2 2026, its #132 holding.
  • Benedict Financial Advisors first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q4 2014 and has held it in 19 quarters since.
  • Benedict Financial Advisors's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $458K in Q1 2015.
  • 14 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.