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Sigma Planning Corp’s BP BP Stock Holding History

Sigma Planning Corp’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.28M Sell
27,336
-1,213
-4% -$47.5K 0.04% 478
2025
Q4 		$991K Sell
28,549
-663
-2% -$23.3K 0.03% 535
2025
Q3 		$1.01M Sell
29,212
-8,453
-22% -$283K 0.03% 527
2025
Q2 		$1.13M Buy
37,665
+1,463
+4% +$42.9K 0.03% 466
2025
Q1 		$1.22M Buy
36,202
+2,417
+7% +$78.9K 0.04% 420
2024
Q4 		$999K Sell
33,785
-7,366
-18% -$221K 0.03% 486
2024
Q3 		$1.29M Sell
41,151
-11,787
-22% -$399K 0.04% 411
2024
Q2 		$1.91M Sell
52,938
-3,156
-6% -$118K 0.06% 306
2024
Q1 		$2.11M Buy
56,094
+20,664
+58% +$741K 0.07% 298
2023
Q4 		$1.25M Sell
35,430
-24,622
-41% -$902K 0.1% 221
2023
Q3 		$2.33M Buy
60,052
+5,012
+9% +$186K 0.09% 242
2023
Q2 		$1.94M Sell
55,040
-3,056
-5% -$113K 0.07% 288
2023
Q1 		$2.2M Sell
58,096
-3,506
-6% -$131K 0.07% 276
2022
Q4 		$2.15M Sell
61,602
-158
-0.3% -$5.26K 0.08% 270
2022
Q3 		$1.76M Buy
61,760
+194
+0.3% +$5.77K 0.07% 284
2022
Q2 		$1.75M Buy
61,566
+1,576
+3% +$48.3K 0.06% 304
2022
Q1 		$1.76M Sell
59,990
-6,714
-10% -$205K 0.05% 347
2021
Q4 		$1.78M Buy
66,704
+6,394
+11% +$177K 0.05% 356
2021
Q3 		$1.65M Buy
60,310
+1,245
+2% +$31.2K 0.05% 375
2021
Q2 		$1.56M Sell
59,065
-8,895
-13% -$233K 0.05% 396
2021
Q1 		$1.66M Buy
67,960
+106
+0.2% +$2.55K 0.05% 366
2020
Q4 		$1.39M Sell
67,854
-3,252
-5% -$61.3K 0.05% 360
2020
Q3 		$1.24M Sell
71,106
-7,808
-10% -$169K 0.05% 345
2020
Q2 		$1.84M Buy
78,914
+9,834
+14% +$236K 0.08% 257
2020
Q1 		$1.69M Sell
69,080
-10,940
-14% -$354K 0.1% 207
2019
Q4 		$3.02M Buy
80,020
+722
+0.9% +$27.4K 0.13% 168
2019
Q3 		$3.01M Buy
79,298
+7,434
+10% +$284K 0.14% 164
2019
Q2 		$2.95M Buy
71,864
+2,904
+4% +$122K 0.15% 160
2019
Q1 		$2.96M Buy
68,960
+5,929
+9% +$243K 0.17% 145
2018
Q4 		$2.32M Buy
63,031
+14,238
+29% +$568K 0.17% 130
2018
Q3 		$2.15M Buy
48,793
+2,319
+5% +$97K 0.13% 172
2018
Q2 		$2M Buy
46,474
+1,582
+4% +$66.5K 0.13% 178
2018
Q1 		$1.69M Sell
44,892
-15,787
-26% -$595K 0.12% 185
2017
Q4 		$2.33M Sell
60,679
-8,431
-12% -$305K 0.18% 146
2017
Q3 		$2.4M Buy
69,110
+1,843
+3% +$58.5K 0.2% 128
2017
Q2 		$2.07M Sell
67,267
-5,354
-7% -$167K 0.19% 131
2017
Q1 		$2.19M Buy
72,621
+23,930
+49% +$727K 0.21% 118
2016
Q4 		$1.56M Sell
48,691
-4,842
-9% -$146K 0.17% 144
2016
Q3 		$1.58M Buy
53,533
+1,598
+3% +$46.4K 0.19% 131
2016
Q2 		$1.55M Buy
51,935
+4,394
+9% +$118K 0.2% 118
2016
Q1 		$1.21M Buy
47,541
+4,143
+10% +$105K 0.17% 143
2015
Q4 		$1.14M Sell
43,398
-3,741
-8% -$106K 0.16% 154
2015
Q3 		$1.21M Sell
47,139
-502
-1% -$14.7K 0.19% 125
2015
Q2 		$1.6M Buy
47,641
+660
+1% +$23.1K 0.22% 111
2015
Q1 		$1.52M Buy
46,981
+4,483
+11% +$147K 0.2% 129
2014
Q4 		$1.34M Buy
+42,498
New +$1.43M 0.18% 137

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sigma Planning Corp's BP Position: Q1 2026 in Review

Sigma Planning Corp reduced its BP (BP) stake by 4.2% in Q1 2026, selling an estimated $47.5K and leaving 27,336 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #478.

Sigma Planning Corp first reported a position in BP in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.02M in Q4 2019. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Sigma Planning Corp held 27,336 shares of BP worth $1.28M as of Q1 2026.
  • Sigma Planning Corp sold 1,213 BP shares in Q1 2026, an estimated $47.5K.
  • BP made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #478 holding.
  • Sigma Planning Corp first reported a position in BP in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's BP position peaked at $3.02M in Q4 2019.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.