Sigma Planning Corp
BHP icon

Sigma Planning Corp’s BHP BHP Stock Holding History

Sigma Planning Corp’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-15,836
Closed -$1.32M – 1335
2026
Q2 		$1.32M Buy
15,836
+4,929
+45% +$409K 0.03% 491
2026
Q1 		$793K Buy
+10,907
New +$771K 0.02% 660
2024
Q4 		– Sell
-3,767
Closed -$235K – 1172
2024
Q3 		$235K Buy
+3,767
New +$208K 0.01% 1064
2023
Q2 		– Sell
-4,529
Closed -$287K – 1222
2023
Q1 		$287K Buy
+4,529
New +$292K 0.01% 1020
2022
Q2 		– Sell
-3,130
Closed -$216K – 1307
2022
Q1 		$216K Buy
+3,130
New +$190K 0.01% 1211
2017
Q1 		– Sell
-6,919
Closed -$221K – 780
2016
Q4 		$221K Buy
+6,919
New +$224K 0.02% 607
2016
Q1 		– Sell
-20,352
Closed -$468K – 704
2015
Q4 		$468K Buy
+20,352
New +$544K 0.07% 334

Other funds holding BHP

Townsend & Associates
Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Strategy Asset Managers
Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return
Hourglass Capital
Hourglass Capital Houston, Texas $488M AUM 24.3% 1-Year Est. Return
Kessler Investment Group
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

Sigma Planning Corp's BHP Position: Q3 2026 in Review

Sigma Planning Corp sold out of BHP (BHP) in Q3 2026, closing a stake of 15,836 shares — an estimated $1.32M sold.

Sigma Planning Corp first reported a position in BHP in Q4 2015 and held it in 7 quarters. The position peaked at $1.32M in Q2 2026. 216 funds tracked by Wall St. Rank hold BHP as of Q3 2026.

  • Sigma Planning Corp reported no remaining BHP position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 15,836 BHP shares in Q3 2026, an estimated $1.32M.
  • Sigma Planning Corp first reported a position in BHP in Q4 2015 and held it in 7 quarters.
  • Sigma Planning Corp's BHP position peaked at $1.32M in Q2 2026.
  • 216 funds tracked by Wall St. Rank held BHP as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.