Sigma Planning Corp
COF icon

Sigma Planning Corp’s Capital One COF Stock Holding History

Sigma Planning Corp’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.89M Sell
14,956
-173
-1% -$36.3K 0.07% 274
2026
Q2 		$3.04M Buy
15,129
+334
+2% +$63.9K 0.08% 268
2026
Q1 		$2.7M Sell
14,795
-3,211
-18% -$672K 0.08% 276
2025
Q4 		$4.36M Buy
18,006
+2,391
+15% +$532K 0.12% 172
2025
Q3 		$3.32M Buy
15,615
+3,731
+31% +$817K 0.09% 224
2025
Q2 		$2.53M Buy
11,884
+10,675
+883% +$1.99M 0.08% 257
2025
Q1 		$217K Buy
1,209
+29
+2% +$5.48K 0.01% 1092
2024
Q4 		$210K Sell
1,180
-990
-46% -$171K 0.01% 1078
2024
Q3 		$325K Buy
2,170
+362
+20% +$51.5K 0.01% 924
2024
Q2 		$250K Sell
1,808
-214
-11% -$30K 0.01% 998
2024
Q1 		$301K Buy
2,022
+107
+6% +$14.5K 0.01% 959
2023
Q4 		$251K Sell
1,915
-664
-26% -$71.6K 0.02% 685
2023
Q3 		$250K Sell
2,579
-16
-0.6% -$1.71K 0.01% 998
2023
Q2 		$284K Sell
2,595
-118
-4% -$11.8K 0.01% 961
2023
Q1 		$261K Sell
2,713
-3,239
-54% -$339K 0.01% 1057
2022
Q4 		$553K Buy
5,952
+155
+3% +$15.2K 0.02% 725
2022
Q3 		$534K Buy
5,797
+3,215
+125% +$342K 0.02% 707
2022
Q2 		$269K Sell
2,582
-370
-13% -$45.2K 0.01% 1044
2022
Q1 		$388K Buy
2,952
+112
+4% +$16.3K 0.01% 950
2021
Q4 		$412K Sell
2,840
-11,194
-80% -$1.73M 0.01% 926
2021
Q3 		$2.27M Sell
14,034
-32,471
-70% -$5.3M 0.07% 297
2021
Q2 		$7.19M Buy
46,505
+44,494
+2,213% +$6.71M 0.21% 98
2021
Q1 		$256K Buy
+2,011
New +$237K 0.01% 1078

Other funds holding COF

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Sigma Planning Corp reduced its Capital One (COF) stake by 1.1% in Q3 2026, selling an estimated $36.3K and leaving 14,956 shares worth $2.89M. The position accounts for 0.07% of the portfolio, ranked #274.

Sigma Planning Corp first reported a position in COF in Q1 2021 and has held it in 23 quarters since. The position peaked at $7.19M in Q2 2021. 763 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Sigma Planning Corp held 14,956 shares of Capital One worth $2.89M as of Q3 2026.
  • Sigma Planning Corp sold 173 Capital One shares in Q3 2026, an estimated $36.3K.
  • Capital One made up 0.07% of Sigma Planning Corp's portfolio in Q3 2026, its #274 holding.
  • Sigma Planning Corp first reported a position in Capital One in Q1 2021 and has held it in 23 quarters since.
  • Sigma Planning Corp's Capital One position peaked at $7.19M in Q2 2021.
  • 763 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

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