New York State Common Retirement Fund’s Siebert Financial SIEB Stock Holding History

New York State Common Retirement Fund’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 Q2	–	Sell	-21,600	Closed	-$41.5K	–	3307
2026 Q1	$41.5K	Hold	21,600	–	–	﹤0.01%	2871
2025 Q4	$75.8K	Hold	21,600	–	–	﹤0.01%	2750
2025 Q3	$63.1K	Hold	21,600	–	–	﹤0.01%	2872
2025 Q2	$95.5K	Buy	+21,600	New	+$87.7K	﹤0.01%	2711
2021 Q3	–	Sell	-84	Closed	–	–	3503
2021 Q2	$0	Sell	84 -8,116	-99%	-$33.6K	﹤0.01%	3570
2021 Q1	$33K	Hold	8,200	–	–	﹤0.01%	3257
2020 Q4	$34K	Hold	8,200	–	–	﹤0.01%	3230
2020 Q3	$26K	Hold	8,200	–	–	﹤0.01%	3198
2020 Q2	$41K	Hold	8,200	–	–	﹤0.01%	3171
2020 Q1	$59K	Hold	8,200	–	–	﹤0.01%	2941
2019 Q4	$71K	Hold	8,200	–	–	﹤0.01%	3074
2019 Q3	$75K	Hold	8,200	–	–	﹤0.01%	3101
2019 Q2	$74K	Hold	8,200	–	–	﹤0.01%	3172
2019 Q1	$97K	Hold	8,200	–	–	﹤0.01%	2960
2018 Q4	$119K	Hold	8,200	–	–	﹤0.01%	2916
2018 Q3	$120K	Hold	8,200	–	–	﹤0.01%	3013
2018 Q2	$85K	Buy	+8,200	New	+$73.3K	﹤0.01%	3109

Other funds holding SIEB

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.99% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

New York State Common Retirement Fund's SIEB Position: Q2 2026 in Review

New York State Common Retirement Fund sold out of Siebert Financial (SIEB) in Q2 2026, closing a stake of 21,600 shares — an estimated $41.5K sold.

New York State Common Retirement Fund first reported a position in SIEB in Q2 2018 and held it in 17 quarters. The position peaked at $120K in Q3 2018. 9 funds tracked by Wall St. Rank hold SIEB as of Q2 2026.

New York State Common Retirement Fund reported no remaining Siebert Financial position as of Q2 2026 after selling out during the quarter.
New York State Common Retirement Fund sold 21,600 Siebert Financial shares in Q2 2026, an estimated $41.5K.
New York State Common Retirement Fund first reported a position in Siebert Financial in Q2 2018 and held it in 17 quarters.
New York State Common Retirement Fund's Siebert Financial position peaked at $120K in Q3 2018.
9 funds tracked by Wall St. Rank held Siebert Financial as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.