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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

GWM

Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sigma Planning Corp's IBKR Position: Q1 2026 in Review

Sigma Planning Corp reduced its Interactive Brokers (IBKR) stake by 14% in Q1 2026, selling an estimated $38.1K and leaving 3,172 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #1214.

Sigma Planning Corp first reported a position in IBKR in Q1 2023 and has held it in 7 quarters since. The position peaked at $543K in Q1 2023. 993 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

Sigma Planning Corp held 3,172 shares of Interactive Brokers worth $213K as of Q1 2026.
Sigma Planning Corp sold 534 Interactive Brokers shares in Q1 2026, an estimated $38.1K.
Interactive Brokers made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1214 holding.
Sigma Planning Corp first reported a position in Interactive Brokers in Q1 2023 and has held it in 7 quarters since.
Sigma Planning Corp's Interactive Brokers position peaked at $543K in Q1 2023.
993 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.