Focus Partners Wealth
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Focus Partners Wealth’s Siebert Financial SIEB Stock Holding History

Focus Partners Wealth’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 		$70.1K Buy
36,488
+99
+0.3% +$248 ﹤0.01% 2556
2025
Q4 		$128K Buy
36,389
+18
+0% +$57 ﹤0.01% 2520
2025
Q3 		$106K Sell
36,371
-429
-1% -$1.48K ﹤0.01% 2125
2025
Q2 		$163K Hold
36,800
– – ﹤0.01% 1900
2025
Q1 		$111K Hold
36,800
– – ﹤0.01% 1810
2024
Q4 		$116K Hold
36,800
– – ﹤0.01% 1785
2024
Q3 		$93.1K Buy
+36,800
New +$67.1K ﹤0.01% 1519

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

Focus Partners Wealth's SIEB Position: Q1 2026 in Review

Focus Partners Wealth increased its Siebert Financial (SIEB) stake by 0.27% in Q1 2026, buying an estimated $248 and bringing the position to 36,488 shares worth $70.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

Focus Partners Wealth first reported a position in SIEB in Q3 2024 and has held it in 7 quarters since. The position peaked at $163K in Q2 2025. 55 funds tracked by Wall St. Rank hold SIEB as of Q1 2026.

  • Focus Partners Wealth held 36,488 shares of Siebert Financial worth $70.1K as of Q1 2026.
  • Focus Partners Wealth bought 99 Siebert Financial shares in Q1 2026, an estimated $248.
  • Siebert Financial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2556 holding.
  • Focus Partners Wealth first reported a position in Siebert Financial in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Siebert Financial position peaked at $163K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held Siebert Financial as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.