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 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Williams & Novak's SIEB Position: Q2 2026 in Review

Williams & Novak increased its Siebert Financial (SIEB) stake by 39% in Q2 2026, buying an estimated $11.1K and bringing the position to 21,900 shares worth $36.1K. The position accounts for 0.02% of the portfolio, ranked #143.

Williams & Novak first reported a position in SIEB in Q1 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold SIEB as of Q2 2026.

Williams & Novak held 21,900 shares of Siebert Financial worth $36.1K as of Q2 2026.
Williams & Novak bought 6,100 Siebert Financial shares in Q2 2026, an estimated $11.1K.
Siebert Financial made up 0.02% of Williams & Novak's portfolio in Q2 2026, its #143 holding.
Williams & Novak first reported a position in Siebert Financial in Q1 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held Siebert Financial as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.