NA
SIEB icon

Navellier & Associates’s Siebert Financial SIEB Stock Holding History

Navellier & Associates’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
2026
Q1 		– Sell
-68,326
Closed -$240K – 360
2025
Q4 		$240K Sell
68,326
-79,592
-54% -$253K 0.03% 299
2025
Q3 		$432K Buy
147,918
+73,646
+99% +$254K 0.04% 277
2025
Q2 		$328K Buy
+74,272
New +$302K 0.04% 260

Other funds holding SIEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Navellier & Associates's SIEB Position: Q1 2026 in Review

Navellier & Associates sold out of Siebert Financial (SIEB) in Q1 2026, closing a stake of 68,326 shares — an estimated $240K sold.

Navellier & Associates first reported a position in SIEB in Q2 2025 and held it in 3 quarters. The position peaked at $432K in Q3 2025. 55 funds tracked by Wall St. Rank hold SIEB as of Q1 2026.

  • Navellier & Associates reported no remaining Siebert Financial position as of Q1 2026 after selling out during the quarter.
  • Navellier & Associates sold 68,326 Siebert Financial shares in Q1 2026, an estimated $240K.
  • Navellier & Associates first reported a position in Siebert Financial in Q2 2025 and held it in 3 quarters.
  • Navellier & Associates's Siebert Financial position peaked at $432K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Siebert Financial as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.