EWA
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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
Q1 		$54 Buy
+28
New +$70 ﹤0.01% 4316

Other funds holding SIEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $25.2B AUM 30.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EverSource Wealth Advisors's SIEB Position: Q1 2026 in Review

EverSource Wealth Advisors opened a new position in Siebert Financial (SIEB) in Q1 2026: 28 shares worth $54. The stake represents ﹤0.01% of the portfolio and ranks #4316 among its holdings.

55 funds tracked by Wall St. Rank hold SIEB as of Q1 2026.

  • EverSource Wealth Advisors held 28 shares of Siebert Financial worth $54 as of Q1 2026.
  • Siebert Financial was a new EverSource Wealth Advisors position in Q1 2026.
  • Siebert Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4316 holding.
  • 55 funds tracked by Wall St. Rank held Siebert Financial as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.