FGC
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Financial Gravity Companies’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Financial Gravity Companies’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.9K Buy
+223
New +$35.9K 0.01% 366
2025
Q2 		$40.9K Buy
+317
New +$40.9K 0.01% 330
2024
Q4 		$41.8K Buy
432
+13
+3% +$1.26K 0.01% 315
2024
Q3 		$42.3K Buy
+419
New +$42.3K 0.01% 193

Other funds holding SI

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Financial Gravity Companies's SI Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q2 2026: 223 shares worth $35.9K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SI as recently as Q2 2025.

Financial Gravity Companies first reported a position in SI in Q3 2024 and has held it in 4 quarters since. The position peaked at $42.3K in Q3 2024. 55 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • Financial Gravity Companies held 223 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $35.9K as of Q2 2026.
  • SIEMENS AKTIENGESELLSCHAFT ADS was a new Financial Gravity Companies position in Q2 2026.
  • SIEMENS AKTIENGESELLSCHAFT ADS made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #366 holding.
  • Financial Gravity Companies first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $42.3K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.