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Integrated Wealth Concepts’s Siebert Financial SIEB Stock Holding History

Integrated Wealth Concepts’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 		$116 Buy
+70
New +$127 ﹤0.01% 5798

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

Integrated Wealth Concepts's SIEB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Siebert Financial (SIEB) in Q2 2026: 70 shares worth $116. The stake represents ﹤0.01% of the portfolio and ranks #5798 among its holdings.

48 funds tracked by Wall St. Rank hold SIEB as of Q2 2026.

  • Integrated Wealth Concepts held 70 shares of Siebert Financial worth $116 as of Q2 2026.
  • Siebert Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • Siebert Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5798 holding.
  • 48 funds tracked by Wall St. Rank held Siebert Financial as of Q2 2026.

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