KWA
SI

Kingswood Wealth Advisors’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Kingswood Wealth Advisors’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
2026
Q1 		– Sell
-3,139
Closed -$440K – 989
2025
Q4 		$440K Buy
3,139
+1,465
+88% +$205K 0.02% 558
2025
Q3 		$226K Buy
+1,674
New +$226K 0.01% 727

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 $4.73B AUM 19.55% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
ACM
Altrius Capital Management New Bern, North Carolina $503M AUM 19.46% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Kingswood Wealth Advisors's SI Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q1 2026, closing a stake of 3,139 shares — an estimated $440K sold.

Kingswood Wealth Advisors first reported a position in SI in Q3 2025 and held it in 2 quarters. The position peaked at $440K in Q4 2025. 50 funds tracked by Wall St. Rank hold SI as of Q1 2026.

  • Kingswood Wealth Advisors reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q1 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,139 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q1 2026, an estimated $440K.
  • Kingswood Wealth Advisors first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q3 2025 and held it in 2 quarters.
  • Kingswood Wealth Advisors's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $440K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.