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EverSource Wealth Advisors’s Siebert Financial SIEB Stock Holding History

EverSource Wealth Advisors’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 		$121 Buy
73
+45
+161% +$82 ﹤0.01% 4289
2026
Q1 		$54 Buy
+28
New +$70 ﹤0.01% 4316

Other funds holding SIEB

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EverSource Wealth Advisors's SIEB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Siebert Financial (SIEB) stake by 161% in Q2 2026, buying an estimated $82 and bringing the position to 73 shares worth $121. The position accounts for ﹤0.01% of the portfolio, ranked #4289.

EverSource Wealth Advisors first reported a position in SIEB in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold SIEB as of Q2 2026.

  • EverSource Wealth Advisors held 73 shares of Siebert Financial worth $121 as of Q2 2026.
  • EverSource Wealth Advisors bought 45 Siebert Financial shares in Q2 2026, an estimated $82.
  • Siebert Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4289 holding.
  • EverSource Wealth Advisors first reported a position in Siebert Financial in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Siebert Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.