Siebert Financial Corp
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Siebert Financial Corp
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Siebert Financial Corp., through its subsidiaries, engages in the retail discount brokerage and investment advisory businesses in the United States and Internationally. It offers discount brokerage services, including self-directed trading, wealth management, financial advice, market making and fixed income investment, stock borrow, equity compensation plans, securities lending, equity stock plan, and market making services; independent retail execution services; and retail customer services. The company also offers self-directed retirement accounts, as well as lends customers a portion of the market value of marginable securities held in the customer's account. In addition, the company provides data technology platform that offers various services, such as email and messaging, market data systems and third party trading systems, business productivity tools, and customer relationship management systems. Further, it offers a Robo-Advisor platform that provides clients with an automated wealth management solution; and various insurance products, such as fixed annuities, personal insurance, property and casualty insurance, natural disaster insurance, and life and disability. The company has 12 branch offices in the United States. Siebert Financial Corp. was incorporated in 1934 and is headquartered in New York, New York.
Siebert Financial Corp., through its subsidiaries, engages in the retail discount brokerage and investment advisory businesses in the United States and Internationally. It offers discount brokerage services, including self-directed trading, wealth management, financial advice, market making and fixed income investment, stock borrow, equity compensation plans, securities lending, equity stock plan, and market making services; independent retail execution services; and retail customer services. The company also offers self-directed retirement accounts, as well as lends customers a portion of the market value of marginable securities held in the customer's account. In addition, the company provides data technology platform that offers various services, such as email and messaging, market data systems and third party trading systems, business productivity tools, and customer relationship management systems. Further, it offers a Robo-Advisor platform that provides clients with an automated wealth management solution; and various insurance products, such as fixed annuities, personal insurance, property and casualty insurance, natural disaster insurance, and life and disability. The company has 12 branch offices in the United States. Siebert Financial Corp. was incorporated in 1934 and is headquartered in New York, New York.
No other changes.
No other changes.
Annual filing, covered
10-K parsed · Mar 30 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Mar 30 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Largest filed tie
0
filed ties
Same SIC code · 6
Same SEC industry code: Goldman Sachs Group Inc, Morgan Stanley, Charles Schwab Corp and 3 more; of Siebert Financial Corp's 5 closest co-movers, none share that code.
Same SIC code · 6
Same SEC industry code: Goldman Sachs Group Inc, Morgan Stanley, Charles Schwab Corp and 3 more; of Siebert Financial Corp's 5 closest co-movers, none share that code.
| Manager | Value | % base | |
|---|---|---|---|
| Vanguardindex-like | $907,038 | 23.10% | −0.16% |
| Cantor Fitzgerald, L. P. | $851,253 | 21.68% | new |
| Geodeindex-like | $419,165 | 10.67% | −41.71% |
| Cetera Investment | $242,534 | 6.18% | +0.36% |
| Millennium | $200,033 | 5.09% | new |
| Manager | Value | % base | |
|---|---|---|---|
| Vanguardindex-like | $907,038 | 23.10% | −0.16% |
| Cantor Fitzgerald, L. P. | $851,253 | 21.68% | new |
| Geodeindex-like | $419,165 | 10.67% | −41.71% |
| Cetera Investment | $242,534 | 6.18% | +0.36% |
| Millennium | $200,033 | 5.09% | new |
Siebert Financial Corp
2.03
+0.06 · +3.05%
No trades yet today.
No trades yet today.
Bull1
Bear2
Expected move
No implied move.