TWD
SIEB icon

True Wealth Design’s Siebert Financial SIEB Stock Holding History

True Wealth Design’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 		$4 Sell
2
-2
-50% -$4 ﹤0.01% 2653
2026
Q1 		$8 Buy
+4
New +$10 ﹤0.01% 2677

Other funds holding SIEB

WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's SIEB Position: Q2 2026 in Review

True Wealth Design reduced its Siebert Financial (SIEB) stake by 50% in Q2 2026, selling an estimated $4 and leaving 2 shares worth $4. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

True Wealth Design first reported a position in SIEB in Q1 2026 and has held it in 2 quarters since. The position peaked at $8 in Q1 2026. 3 funds tracked by Wall St. Rank hold SIEB as of Q2 2026.

  • True Wealth Design held 2 shares of Siebert Financial worth $4 as of Q2 2026.
  • True Wealth Design sold 2 Siebert Financial shares in Q2 2026, an estimated $4.
  • Siebert Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2653 holding.
  • True Wealth Design first reported a position in Siebert Financial in Q1 2026 and has held it in 2 quarters since.
  • True Wealth Design's Siebert Financial position peaked at $8 in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Siebert Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.