IFP Advisors’s Siebert Financial SIEB Stock Holding History

IFP 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	$18	Hold	11	–	–	﹤0.01%	5080
2026 Q1	$21	Buy	+11	New	+$28	﹤0.01%	4917
2023 Q1	–	Sell	-3	Closed	-$1K	–	4275
2022 Q4	$1K	Hold	3	–	–	﹤0.01%	4469
2022 Q3	$1K	Buy	+3	New	+$5	﹤0.01%	4672

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

IFP Advisors's SIEB Position: Q2 2026 in Review

IFP Advisors held its Siebert Financial (SIEB) position steady in Q2 2026 at 11 shares worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #5080.

IFP Advisors first reported a position in SIEB in Q3 2022 and has held it in 4 quarters since. The position peaked at $1K in Q4 2022. 7 funds tracked by Wall St. Rank hold SIEB as of Q2 2026.

IFP Advisors held 11 shares of Siebert Financial worth $18 as of Q2 2026.
IFP Advisors left its Siebert Financial share count unchanged in Q2 2026.
Siebert Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5080 holding.
IFP Advisors first reported a position in Siebert Financial in Q3 2022 and has held it in 4 quarters since.
IFP Advisors's Siebert Financial position peaked at $1K in Q4 2022.
7 funds tracked by Wall St. Rank held Siebert Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.