Sigma Planning Corp’s Interactive Brokers IBKR Stock Holding History

Sigma Planning Corp’s Portfolio IBKR Stock Details IBKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$341K	Buy	3,914 +742	+23%	+$61.8K	0.01%	1080
2026 Q1	$213K	Sell	3,172 -534	-14%	-$38.1K	0.01%	1214
2025 Q4	$238K	Sell	3,706 -11	-0.3%	-$736	0.01%	1128
2025 Q3	$256K	Buy	+3,717	New	+$234K	0.01%	1097
2025 Q2	–	Sell	-6,232	Closed	-$258K	–	1287
2025 Q1	$258K	Sell	6,232 -788	-11%	-$39K	0.01%	1021
2024 Q4	$310K	Buy	7,020 +568	+9%	+$23.9K	0.01%	912
2024 Q3	$225K	Buy	+6,452	New	+$200K	0.01%	1086
2023 Q2	–	Sell	-26,324	Closed	-$543K	–	1282
2023 Q1	$543K	Buy	+26,324	New	+$536K	0.02%	758

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sigma Planning Corp's IBKR Position: Q2 2026 in Review

Sigma Planning Corp increased its Interactive Brokers (IBKR) stake by 23% in Q2 2026, buying an estimated $61.8K and bringing the position to 3,914 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #1080.

Sigma Planning Corp first reported a position in IBKR in Q1 2023 and has held it in 8 quarters since. The position peaked at $543K in Q1 2023. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Sigma Planning Corp held 3,914 shares of Interactive Brokers worth $341K as of Q2 2026.
Sigma Planning Corp bought 742 Interactive Brokers shares in Q2 2026, an estimated $61.8K.
Interactive Brokers made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1080 holding.
Sigma Planning Corp first reported a position in Interactive Brokers in Q1 2023 and has held it in 8 quarters since.
Sigma Planning Corp's Interactive Brokers position peaked at $543K in Q1 2023.
1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.