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
Q2 		– Sell
-36,488
Closed -$70.1K – 2947
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Focus Partners Wealth's SIEB Position: Q2 2026 in Review

Focus Partners Wealth sold out of Siebert Financial (SIEB) in Q2 2026, closing a stake of 36,488 shares — an estimated $70.1K sold.

Focus Partners Wealth first reported a position in SIEB in Q3 2024 and held it in 7 quarters. The position peaked at $163K in Q2 2025. 48 funds tracked by Wall St. Rank hold SIEB as of Q2 2026.

  • Focus Partners Wealth reported no remaining Siebert Financial position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 36,488 Siebert Financial shares in Q2 2026, an estimated $70.1K.
  • Focus Partners Wealth first reported a position in Siebert Financial in Q3 2024 and held it in 7 quarters.
  • Focus Partners Wealth's Siebert Financial position peaked at $163K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Siebert Financial as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.