Sigma Planning Corp
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Sigma Planning Corp’s Broadridge BR Stock Holding History

Sigma Planning Corp’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$698K Buy
4,333
+2,697
+165% +$441K 0.02% 709
2026
Q2 		$224K Buy
+1,636
New +$247K 0.01% 1266
2025
Q2 		– Sell
-918
Closed -$223K – 1257
2025
Q1 		$223K Sell
918
-39
-4% -$9.18K 0.01% 1084
2024
Q4 		$216K Buy
+957
New +$214K 0.01% 1062
2024
Q2 		– Sell
-1,515
Closed -$311K – 1202
2024
Q1 		$311K Buy
1,515
+390
+35% +$78.7K 0.01% 946
2023
Q4 		$231K Sell
1,125
-814
-42% -$150K 0.02% 719
2023
Q3 		$347K Sell
1,939
-99
-5% -$17.5K 0.01% 861
2023
Q2 		$338K Sell
2,038
-598
-23% -$90.5K 0.01% 885
2023
Q1 		$386K Buy
2,636
+156
+6% +$22.3K 0.01% 910
2022
Q4 		$333K Sell
2,480
-628
-20% -$89.2K 0.01% 926
2022
Q3 		$449K Sell
3,108
-201
-6% -$32.6K 0.02% 776
2022
Q2 		$472K Buy
3,309
+345
+12% +$50.1K 0.02% 777
2022
Q1 		$462K Buy
2,964
+252
+9% +$38.7K 0.01% 871
2021
Q4 		$496K Buy
2,712
+220
+9% +$38.7K 0.01% 859
2021
Q3 		$415K Buy
2,492
+130
+6% +$22.1K 0.01% 902
2021
Q2 		$382K Buy
2,362
+296
+14% +$47.3K 0.01% 956
2021
Q1 		$316K Buy
2,066
+613
+42% +$90.5K 0.01% 960
2020
Q4 		$223K Buy
+1,453
New +$211K 0.01% 1047

Other funds holding BR

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Sigma Planning Corp increased its Broadridge (BR) stake by 165% in Q3 2026, buying an estimated $441K and bringing the position to 4,333 shares worth $698K. The position accounts for 0.02% of the portfolio, ranked #709.

Sigma Planning Corp first reported a position in BR in Q4 2020 and has held it in 18 quarters since. 371 funds tracked by Wall St. Rank hold BR as of Q3 2026.

  • Sigma Planning Corp held 4,333 shares of Broadridge worth $698K as of Q3 2026.
  • Sigma Planning Corp bought 2,697 Broadridge shares in Q3 2026, an estimated $441K.
  • Broadridge made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #709 holding.
  • Sigma Planning Corp first reported a position in Broadridge in Q4 2020 and has held it in 18 quarters since.
  • 371 funds tracked by Wall St. Rank held Broadridge as of Q3 2026.

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