Winton Group’s Siebert Financial SIEB Stock Holding History

Winton Group’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 Q1	–	Sell	-19,336	Closed	-$67.9K	–	1346
2025 Q4	$67.9K	Sell	19,336 -39,715	-67%	-$126K	﹤0.01%	893
2025 Q3	$172K	Buy	+59,051	New	+$204K	0.01%	681

Other funds holding SIEB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Winton Group's SIEB Position: Q1 2026 in Review

Winton Group sold out of Siebert Financial (SIEB) in Q1 2026, closing a stake of 19,336 shares — an estimated $67.9K sold.

Winton Group first reported a position in SIEB in Q3 2025 and held it in 2 quarters. The position peaked at $172K in Q3 2025. 55 funds tracked by Wall St. Rank hold SIEB as of Q1 2026.

Winton Group reported no remaining Siebert Financial position as of Q1 2026 after selling out during the quarter.
Winton Group sold 19,336 Siebert Financial shares in Q1 2026, an estimated $67.9K.
Winton Group first reported a position in Siebert Financial in Q3 2025 and held it in 2 quarters.
Winton Group's Siebert Financial position peaked at $172K in Q3 2025.
55 funds tracked by Wall St. Rank held Siebert Financial as of Q1 2026.

Based on Winton Group's 13F filing for Q1 2026, filed 12 May 2026.