Sigma Planning Corp
FMAG icon

Sigma Planning Corp’s Fidelity Magellan ETF FMAG Stock Holding History

Sigma Planning Corp’s Portfolio FMAG Stock Details FMAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.08M Buy
57,448
+4,236
+8% +$153K 0.05% 337
2026
Q2 		$1.96M Buy
53,212
+6,014
+13% +$214K 0.05% 373
2026
Q1 		$1.49M Buy
47,198
+6,352
+16% +$213K 0.04% 421
2025
Q4 		$1.39M Buy
40,846
+2,343
+6% +$80.8K 0.04% 420
2025
Q3 		$1.36M Buy
38,503
+6,775
+21% +$236K 0.04% 433
2025
Q2 		$1.09M Buy
31,728
+6,279
+25% +$195K 0.03% 473
2025
Q1 		$740K Buy
25,449
+6,374
+33% +$199K 0.02% 584
2024
Q4 		$590K Buy
19,075
+3,474
+22% +$109K 0.02% 670
2024
Q3 		$478K Buy
15,601
+3,114
+25% +$92.2K 0.01% 761
2024
Q2 		$371K Buy
+12,487
New +$352K 0.01% 838

Other funds holding FMAG

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return
Beam Wealth Advisors
Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meridian Wealth Management
Meridian Wealth Management Lexington, Kentucky $3.35B AUM 30.28% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Hurley Capital
Hurley Capital New York $206M AUM 18.12% 1-Year Est. Return

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

Sigma Planning Corp increased its Fidelity Magellan ETF (FMAG) stake by 8% in Q3 2026, buying an estimated $153K and bringing the position to 57,448 shares worth $2.08M. The position accounts for 0.05% of the portfolio, ranked #337.

Sigma Planning Corp first reported a position in FMAG in Q2 2024 and has held it in 10 quarters since. 14 funds tracked by Wall St. Rank hold FMAG as of Q3 2026.

  • Sigma Planning Corp held 57,448 shares of Fidelity Magellan ETF worth $2.08M as of Q3 2026.
  • Sigma Planning Corp bought 4,236 Fidelity Magellan ETF shares in Q3 2026, an estimated $153K.
  • Fidelity Magellan ETF made up 0.05% of Sigma Planning Corp's portfolio in Q3 2026, its #337 holding.
  • Sigma Planning Corp first reported a position in Fidelity Magellan ETF in Q2 2024 and has held it in 10 quarters since.
  • 14 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q3 2026.

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