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 Q3	–	Sell	-11	Closed	-$18	–	5375
2026 Q2	$18	Hold	11	–	–	﹤0.01%	5078
2026 Q1	$21	Buy	+11	New	+$28	﹤0.01%	4917
2023 Q1	–	Sell	-3	Closed	-$1K	–	4275
2022 Q4	$1K	Hold	3	–	–	﹤0.01%	4468
2022 Q3	$1K	Buy	+3	New	+$5	﹤0.01%	4671

Other funds holding SIEB

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

IFP Advisors's SIEB Position: Q3 2026 in Review

IFP Advisors sold out of Siebert Financial (SIEB) in Q3 2026, closing a stake of 11 shares — an estimated $18 sold.

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

IFP Advisors reported no remaining Siebert Financial position as of Q3 2026 after selling out during the quarter.
IFP Advisors sold 11 Siebert Financial shares in Q3 2026, an estimated $18.
IFP Advisors first reported a position in Siebert Financial in Q3 2022 and held it in 4 quarters.
IFP Advisors's Siebert Financial position peaked at $1K in Q4 2022.
4 funds tracked by Wall St. Rank held Siebert Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.