KFP
SI

Kerr Financial Planning’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Kerr Financial Planning’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24
Closed -$3.11K – 567
2025
Q3 		$3.11K Buy
+24
New +$3.11K ﹤0.01% 449

Other funds holding SI

CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Kerr Financial Planning's SI Position: Q4 2025 in Review

Kerr Financial Planning sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q4 2025, closing a stake of 24 shares — an estimated $3.11K sold.

Kerr Financial Planning first reported a position in SI in Q3 2025 and held it in 1 quarter. The position peaked at $3.11K in Q3 2025. 57 funds tracked by Wall St. Rank hold SI as of Q4 2025.

  • Kerr Financial Planning reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q4 2025 after selling out during the quarter.
  • Kerr Financial Planning sold 24 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q4 2025, an estimated $3.11K.
  • Kerr Financial Planning first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q3 2025 and held it in 1 quarter.
  • Kerr Financial Planning's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $3.11K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.