Mark Sheptoff Financial Planning
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Mark Sheptoff Financial Planning’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Mark Sheptoff 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
2026
Q2 		$3.22K Hold
20
– – ﹤0.01% 476
2026
Q1 		$3.05K Buy
+20
New +$3.05K ﹤0.01% 466

Other funds holding SI

Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Vaughan David Investments
Vaughan David Investments Peoria, Illinois $5.02B AUM 23.43% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Altrius Capital Management
Altrius Capital Management New Bern, North Carolina $526M AUM 20.91% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
Great Lakes Advisors
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Mark Sheptoff Financial Planning's SI Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its SIEMENS AKTIENGESELLSCHAFT ADS (SI) position steady in Q2 2026 at 20 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Mark Sheptoff Financial Planning first reported a position in SI in Q1 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold SI as of Q2 2026.

  • Mark Sheptoff Financial Planning held 20 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $3.22K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its SIEMENS AKTIENGESELLSCHAFT ADS share count unchanged in Q2 2026.
  • SIEMENS AKTIENGESELLSCHAFT ADS made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #476 holding.
  • Mark Sheptoff Financial Planning first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q1 2026 and has held it in 2 quarters since.
  • 55 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.