Williams & Novak
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Williams & Novak’s Siebert Financial SIEB Stock Holding History

Williams & Novak’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
Q3 		$27.3K Sell
12,700
-9,200
-42% -$18.2K 0.02% 147
2026
Q2 		$36.1K Buy
21,900
+6,100
+39% +$11.1K 0.02% 143
2026
Q1 		$28.6K Buy
+15,800
New +$39.6K 0.02% 136

Other funds holding SIEB

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.26% 1-Year Est. Return

Williams & Novak's SIEB Position: Q3 2026 in Review

Williams & Novak reduced its Siebert Financial (SIEB) stake by 42% in Q3 2026, selling an estimated $18.2K and leaving 12,700 shares worth $27.3K. The position accounts for 0.02% of the portfolio, ranked #147.

Williams & Novak first reported a position in SIEB in Q1 2026 and has held it in 3 quarters since. The position peaked at $36.1K in Q2 2026. 13 funds tracked by Wall St. Rank hold SIEB as of Q3 2026.

  • Williams & Novak held 12,700 shares of Siebert Financial worth $27.3K as of Q3 2026.
  • Williams & Novak sold 9,200 Siebert Financial shares in Q3 2026, an estimated $18.2K.
  • Siebert Financial made up 0.02% of Williams & Novak's portfolio in Q3 2026, its #147 holding.
  • Williams & Novak first reported a position in Siebert Financial in Q1 2026 and has held it in 3 quarters since.
  • Williams & Novak's Siebert Financial position peaked at $36.1K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Siebert Financial as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.