OQS
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Occudo Quantitative Strategies’s Siebert Financial SIEB Stock Holding History

Occudo Quantitative Strategies’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
2025
Q3 		– Sell
-21,995
Closed -$97.2K – 853
2025
Q2 		$97.2K Buy
+21,995
New +$89.3K 0.01% 577

Other funds holding SIEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Occudo Quantitative Strategies's SIEB Position: Q3 2025 in Review

Occudo Quantitative Strategies sold out of Siebert Financial (SIEB) in Q3 2025, closing a stake of 21,995 shares — an estimated $97.2K sold.

Occudo Quantitative Strategies first reported a position in SIEB in Q2 2025 and held it in 1 quarter. The position peaked at $97.2K in Q2 2025. 48 funds tracked by Wall St. Rank hold SIEB as of Q3 2025.

  • Occudo Quantitative Strategies reported no remaining Siebert Financial position as of Q3 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 21,995 Siebert Financial shares in Q3 2025, an estimated $97.2K.
  • Occudo Quantitative Strategies first reported a position in Siebert Financial in Q2 2025 and held it in 1 quarter.
  • Occudo Quantitative Strategies's Siebert Financial position peaked at $97.2K in Q2 2025.
  • 48 funds tracked by Wall St. Rank held Siebert Financial as of Q3 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.