Sigma Planning Corp
BW icon

Sigma Planning Corp’s Babcock & Wilcox BW Stock Holding History

Sigma Planning Corp’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-32,774
Closed -$462K – 1340
2026
Q2 		$462K Buy
+32,774
New +$556K 0.01% 948
2022
Q1 		– Sell
-27,700
Closed -$250K – 1381
2021
Q4 		$250K Sell
27,700
-19,600
-41% -$157K 0.01% 1171
2021
Q3 		$303K Sell
47,300
-1,200
-2% -$8.37K 0.01% 1058
2021
Q2 		$382K Sell
48,500
-13,700
-22% -$113K 0.01% 957
2021
Q1 		$589K Buy
+62,200
New +$399K 0.02% 706

Other funds holding BW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Equitec Proprietary Markets
Equitec Proprietary Markets Chicago, Illinois $400M AUM 66.98% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Kieckhefer Group
Kieckhefer Group Mequon, Wisconsin $252M AUM 40.97% 1-Year Est. Return
Kingsbury Capital Investment Advisors
Kingsbury Capital Investment Advisors Wilmette, Illinois $106M AUM
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Sigma Planning Corp sold out of Babcock & Wilcox (BW) in Q3 2026, closing a stake of 32,774 shares — an estimated $462K sold.

Sigma Planning Corp first reported a position in BW in Q1 2021 and held it in 5 quarters. The position peaked at $589K in Q1 2021. 64 funds tracked by Wall St. Rank hold BW as of Q3 2026.

  • Sigma Planning Corp reported no remaining Babcock & Wilcox position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 32,774 Babcock & Wilcox shares in Q3 2026, an estimated $462K.
  • Sigma Planning Corp first reported a position in Babcock & Wilcox in Q1 2021 and held it in 5 quarters.
  • Sigma Planning Corp's Babcock & Wilcox position peaked at $589K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q3 2026.

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