Sigma Planning Corp
FLEX icon

Sigma Planning Corp’s Flex FLEX Stock Holding History

Sigma Planning Corp’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-11,680
Closed -$1.89M – 1371
2026
Q2 		$1.89M Sell
11,680
-10,049
-46% -$1.22M 0.05% 382
2026
Q1 		$1.42M Buy
21,729
+9,764
+82% +$624K 0.04% 441
2025
Q4 		$723K Buy
+11,965
New +$739K 0.02% 654

Other funds holding FLEX

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

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

Sigma Planning Corp sold out of Flex (FLEX) in Q3 2026, closing a stake of 11,680 shares — an estimated $1.89M sold.

Sigma Planning Corp first reported a position in FLEX in Q4 2025 and held it in 3 quarters. The position peaked at $1.89M in Q2 2026. 481 funds tracked by Wall St. Rank hold FLEX as of Q3 2026.

  • Sigma Planning Corp reported no remaining Flex position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 11,680 Flex shares in Q3 2026, an estimated $1.89M.
  • Sigma Planning Corp first reported a position in Flex in Q4 2025 and held it in 3 quarters.
  • Sigma Planning Corp's Flex position peaked at $1.89M in Q2 2026.
  • 481 funds tracked by Wall St. Rank held Flex as of Q3 2026.

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