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J.W. Cole Advisors’s Sigma Lithium SGML Stock Holding History

J.W. Cole Advisors’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
Q2 		$221K Buy
+17,437
New +$293K ﹤0.01% 1459

Other funds holding SGML

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

J.W. Cole Advisors's SGML Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Sigma Lithium (SGML) in Q2 2026: 17,437 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1459 among its holdings.

10 funds tracked by Wall St. Rank hold SGML as of Q2 2026.

  • J.W. Cole Advisors held 17,437 shares of Sigma Lithium worth $221K as of Q2 2026.
  • Sigma Lithium was a new J.W. Cole Advisors position in Q2 2026.
  • Sigma Lithium made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1459 holding.
  • 10 funds tracked by Wall St. Rank held Sigma Lithium as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.