Sigma Planning Corp
BLCV icon

Sigma Planning Corp’s BlackRock Large Cap Value ETF BLCV Stock Holding History

Sigma Planning Corp’s Portfolio BLCV Stock Details BLCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.72M Buy
138,379
+8,113
+6% +$318K 0.14% 150
2026
Q1 		$4.7M Buy
130,266
+20,345
+19% +$771K 0.13% 166
2025
Q4 		$4.1M Buy
+109,921
New +$4M 0.11% 185

Other funds holding BLCV

EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $412M AUM 34.27% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sigma Planning Corp's BLCV Position: Q2 2026 in Review

Sigma Planning Corp increased its BlackRock Large Cap Value ETF (BLCV) stake by 6.2% in Q2 2026, buying an estimated $318K and bringing the position to 138,379 shares worth $5.72M. The position accounts for 0.14% of the portfolio, ranked #150.

Sigma Planning Corp first reported a position in BLCV in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold BLCV as of Q2 2026.

  • Sigma Planning Corp held 138,379 shares of BlackRock Large Cap Value ETF worth $5.72M as of Q2 2026.
  • Sigma Planning Corp bought 8,113 BlackRock Large Cap Value ETF shares in Q2 2026, an estimated $318K.
  • BlackRock Large Cap Value ETF made up 0.14% of Sigma Planning Corp's portfolio in Q2 2026, its #150 holding.
  • Sigma Planning Corp first reported a position in BlackRock Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.