Fidelity Investments
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Fidelity Investments’s Siebert Financial SIEB Stock Holding History

Fidelity Investments’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 		$8.7K Buy
4,531
+2,917
+181% +$7.31K ﹤0.01% 4797
2025
Q4 		$5.67K Buy
1,614
+1,169
+263% +$3.71K ﹤0.01% 4870
2025
Q3 		$1.3K Buy
445
+140
+46% +$483 ﹤0.01% 4989
2025
Q2 		$1.35K Buy
+305
New +$1.24K ﹤0.01% 4920

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

Fidelity Investments's SIEB Position: Q1 2026 in Review

Fidelity Investments increased its Siebert Financial (SIEB) stake by 181% in Q1 2026, buying an estimated $7.31K and bringing the position to 4,531 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4797.

Fidelity Investments first reported a position in SIEB in Q2 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold SIEB as of Q1 2026.

  • Fidelity Investments held 4,531 shares of Siebert Financial worth $8.7K as of Q1 2026.
  • Fidelity Investments bought 2,917 Siebert Financial shares in Q1 2026, an estimated $7.31K.
  • Siebert Financial made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4797 holding.
  • Fidelity Investments first reported a position in Siebert Financial in Q2 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held Siebert Financial as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.