MSFP
SI

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
Q1 		$3.05K Buy
+20
New +$3.05K ﹤0.01% 466

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

Mark Sheptoff Financial Planning's SI Position: Q1 2026 in Review

Mark Sheptoff Financial Planning opened a new position in SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q1 2026: 20 shares worth $3.05K. The stake represents ﹤0.01% of the portfolio and ranks #466 among its holdings.

50 funds tracked by Wall St. Rank hold SI as of Q1 2026.

  • Mark Sheptoff Financial Planning held 20 shares of SIEMENS AKTIENGESELLSCHAFT ADS worth $3.05K as of Q1 2026.
  • SIEMENS AKTIENGESELLSCHAFT ADS was a new Mark Sheptoff Financial Planning position in Q1 2026.
  • SIEMENS AKTIENGESELLSCHAFT ADS made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #466 holding.
  • 50 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.