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Siebert Financial shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Siebert Financial (SIEB) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Siebert Financial

Tip: Access up to 7 years of quarterly data

All positions including Siebert Financial held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Siebert Financial by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $56 28 2.00

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Top funds holding Siebert Financial

BlackRock
Vanguard Group
Vanguard Capital Management
Geode Capital Management
UBS Group
Cetera Investment Advisers
State Street Corporation
Northern Trust
Vanguard Fiduciary Trust
OTR - Nominee Name for The State Teachers Retirement Board of Ohio
Vanguard Portfolio Management
Bridgeway Capital Management
Colony
Goldman Sachs Group
Bank of New York Mellon

View all funds holding Siebert Financial