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Caitong International Asset Management’s Siebert Financial SIEB Stock Holding History

Caitong International Asset Management’s Portfolio SIEB Stock Details SIEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7 Buy
+4
New +$7 ﹤0.01% 2693

Other funds holding SIEB

WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Caitong International Asset Management's SIEB Position: Q2 2026 in Review

Caitong International Asset Management opened a new position in Siebert Financial (SIEB) in Q2 2026: 4 shares worth $7. The stake represents ﹤0.01% of the portfolio and ranks #2693 among its holdings.

9 funds tracked by Wall St. Rank hold SIEB as of Q2 2026.

  • Caitong International Asset Management held 4 shares of Siebert Financial worth $7 as of Q2 2026.
  • Siebert Financial was a new Caitong International Asset Management position in Q2 2026.
  • Siebert Financial made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #2693 holding.
  • 9 funds tracked by Wall St. Rank held Siebert Financial as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.