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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
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 $155M AUM 35.49% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

Wealthspire Advisors (New York)'s SIF Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its SIFCO Industries (SIF) stake by 63% in Q1 2026, buying an estimated $386K and bringing the position to 98,049 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #357.

Wealthspire Advisors (New York) first reported a position in SIF in Q4 2025 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold SIF as of Q1 2026.

  • Wealthspire Advisors (New York) held 98,049 shares of SIFCO Industries worth $1.31M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 38,022 SIFCO Industries shares in Q1 2026, an estimated $386K.
  • SIFCO Industries made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #357 holding.
  • Wealthspire Advisors (New York) first reported a position in SIFCO Industries in Q4 2025 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held SIFCO Industries as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.