Kapitalo Investimentos’s Siebert Financial SIEB Stock Holding History

Kapitalo Investimentos’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
2025 Q3	–	Sell	-11,275	Closed	-$49.8K	–	127
2025 Q2	$49.8K	Buy	+11,275	New	+$45.8K	0.01%	111

Other funds holding SIEB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kapitalo Investimentos's SIEB Position: Q3 2025 in Review

Kapitalo Investimentos sold out of Siebert Financial (SIEB) in Q3 2025, closing a stake of 11,275 shares — an estimated $49.8K sold.

Kapitalo Investimentos first reported a position in SIEB in Q2 2025 and held it in 1 quarter. The position peaked at $49.8K in Q2 2025. 48 funds tracked by Wall St. Rank hold SIEB as of Q3 2025.

Kapitalo Investimentos reported no remaining Siebert Financial position as of Q3 2025 after selling out during the quarter.
Kapitalo Investimentos sold 11,275 Siebert Financial shares in Q3 2025, an estimated $49.8K.
Kapitalo Investimentos first reported a position in Siebert Financial in Q2 2025 and held it in 1 quarter.
Kapitalo Investimentos's Siebert Financial position peaked at $49.8K in Q2 2025.
48 funds tracked by Wall St. Rank held Siebert Financial as of Q3 2025.

Based on Kapitalo Investimentos's 13F filing for Q3 2025, filed 3 Nov 2025.