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Wealthspire Advisors (New York)’s SIFCO Industries SIF Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SIF Stock Details SIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.29M Hold
98,049
– – 0.01% 400
2026
Q1 		$1.31M Buy
98,049
+38,022
+63% +$386K 0.01% 357
2025
Q4 		$335K Buy
+60,027
New +$401K ﹤0.01% 758

Other funds holding SIF

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $1.12B AUM 390.6% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $386M AUM 2.37% 1-Year Est. Return

Wealthspire Advisors (New York)'s SIF Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its SIFCO Industries (SIF) position steady in Q2 2026 at 98,049 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #400.

Wealthspire Advisors (New York) first reported a position in SIF in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold SIF as of Q2 2026.

  • Wealthspire Advisors (New York) held 98,049 shares of SIFCO Industries worth $2.29M as of Q2 2026.
  • Wealthspire Advisors (New York) left its SIFCO Industries share count unchanged in Q2 2026.
  • SIFCO Industries made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #400 holding.
  • Wealthspire Advisors (New York) first reported a position in SIFCO Industries in Q4 2025 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held SIFCO Industries as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.