Sigma Planning Corp
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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
Q3 		$304K Sell
3,563
-351
-9% -$32.1K 0.01% 1052
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

Sigma Planning Corp reduced its Interactive Brokers (IBKR) stake by 9% in Q3 2026, selling an estimated $32.1K and leaving 3,563 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #1052.

Sigma Planning Corp first reported a position in IBKR in Q1 2023 and has held it in 9 quarters since. The position peaked at $543K in Q1 2023. 547 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Sigma Planning Corp held 3,563 shares of Interactive Brokers worth $304K as of Q3 2026.
  • Sigma Planning Corp sold 351 Interactive Brokers shares in Q3 2026, an estimated $32.1K.
  • Interactive Brokers made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1052 holding.
  • Sigma Planning Corp first reported a position in Interactive Brokers in Q1 2023 and has held it in 9 quarters since.
  • Sigma Planning Corp's Interactive Brokers position peaked at $543K in Q1 2023.
  • 547 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

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