Cetera Investment Advisers
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Cetera Investment Advisers’s Siebert Financial SIEB Stock Holding History

Cetera Investment Advisers’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
Q1 		$281K Sell
146,459
-5,609
-4% -$14.1K ﹤0.01% 4035
2025
Q4 		$534K Hold
152,068
– – ﹤0.01% 3375
2025
Q3 		$444K Hold
152,068
– – ﹤0.01% 3474
2025
Q2 		$672K Sell
152,068
-9,133
-6% -$37.1K ﹤0.01% 2726
2025
Q1 		$485K Sell
161,201
-1,134
-0.7% -$3.13K ﹤0.01% 2863
2024
Q4 		$513K Sell
162,335
-6,309
-4% -$17.1K ﹤0.01% 2661
2024
Q3 		$427K Buy
168,644
+1,171
+0.7% +$2.13K ﹤0.01% 2779
2024
Q2 		$291K Buy
+167,473
New +$350K ﹤0.01% 3054

Other funds holding SIEB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Cetera Investment Advisers's SIEB Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Siebert Financial (SIEB) stake by 3.7% in Q1 2026, selling an estimated $14.1K and leaving 146,459 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #4035.

Cetera Investment Advisers first reported a position in SIEB in Q2 2024 and has held it in 8 quarters since. The position peaked at $672K in Q2 2025. 55 funds tracked by Wall St. Rank hold SIEB as of Q1 2026.

  • Cetera Investment Advisers held 146,459 shares of Siebert Financial worth $281K as of Q1 2026.
  • Cetera Investment Advisers sold 5,609 Siebert Financial shares in Q1 2026, an estimated $14.1K.
  • Siebert Financial made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4035 holding.
  • Cetera Investment Advisers first reported a position in Siebert Financial in Q2 2024 and has held it in 8 quarters since.
  • Cetera Investment Advisers's Siebert Financial position peaked at $672K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held Siebert Financial as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.