Farther Finance Advisors’s Siebert Financial SIEB Stock Holding History

Farther Finance 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	$40	Buy	24 +21	+700%	+$38	﹤0.01%	5864
2026 Q1	$5	Buy	+3	New	+$8	﹤0.01%	5711

Other funds holding SIEB

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

Farther Finance Advisors's SIEB Position: Q2 2026 in Review

Farther Finance Advisors increased its Siebert Financial (SIEB) stake by 700% in Q2 2026, buying an estimated $38 and bringing the position to 24 shares worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #5864.

Farther Finance Advisors first reported a position in SIEB in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold SIEB as of Q2 2026.

Farther Finance Advisors held 24 shares of Siebert Financial worth $40 as of Q2 2026.
Farther Finance Advisors bought 21 Siebert Financial shares in Q2 2026, an estimated $38.
Siebert Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5864 holding.
Farther Finance Advisors first reported a position in Siebert Financial in Q1 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Siebert Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.