Cornerstone Financial Management
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Cornerstone Financial Management’s Sigma Lithium SGML Stock Holding History

Cornerstone Financial Management’s Portfolio SGML Stock Details SGML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$799 Sell
85
-35
-29% -$382 ﹤0.01% 1249
2026
Q2 		$1.52K Buy
120
+35
+41% +$589 ﹤0.01% 944
2026
Q1 		$1.05K Hold
85
– – ﹤0.01% 952
2025
Q4 		$1.12K Buy
+85
New +$732 ﹤0.01% 890

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Waratah Capital Advisors
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Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Jane Street
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cornerstone Financial Management's SGML Position: Q3 2026 in Review

Cornerstone Financial Management reduced its Sigma Lithium (SGML) stake by 29% in Q3 2026, selling an estimated $382 and leaving 85 shares worth $799. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Cornerstone Financial Management first reported a position in SGML in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.52K in Q2 2026. 60 funds tracked by Wall St. Rank hold SGML as of Q3 2026.

  • Cornerstone Financial Management held 85 shares of Sigma Lithium worth $799 as of Q3 2026.
  • Cornerstone Financial Management sold 35 Sigma Lithium shares in Q3 2026, an estimated $382.
  • Sigma Lithium made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q3 2026, its #1249 holding.
  • Cornerstone Financial Management first reported a position in Sigma Lithium in Q4 2025 and has held it in 4 quarters since.
  • Cornerstone Financial Management's Sigma Lithium position peaked at $1.52K in Q2 2026.
  • 60 funds tracked by Wall St. Rank held Sigma Lithium as of Q3 2026.

Based on Cornerstone Financial Management's 13F filing for Q3 2026, filed 10 Nov 2026.