Sigma Planning Corp
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Sigma Planning Corp’s Intellia Therapeutics NTLA Stock Holding History

Sigma Planning Corp’s Portfolio NTLA Stock Details NTLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$131K Buy
10,892
+751
+7% +$9.39K ﹤0.01% 1288
2026
Q2 		$172K Buy
+10,141
New +$142K ﹤0.01% 1358
2025
Q3 		– Sell
-10,616
Closed -$100K – 1350
2025
Q2 		$100K Buy
+10,616
New +$87.2K ﹤0.01% 1208

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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

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

Sigma Planning Corp increased its Intellia Therapeutics (NTLA) stake by 7.4% in Q3 2026, buying an estimated $9.39K and bringing the position to 10,892 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Sigma Planning Corp first reported a position in NTLA in Q2 2025 and has held it in 3 quarters since. The position peaked at $172K in Q2 2026. 123 funds tracked by Wall St. Rank hold NTLA as of Q3 2026.

  • Sigma Planning Corp held 10,892 shares of Intellia Therapeutics worth $131K as of Q3 2026.
  • Sigma Planning Corp bought 751 Intellia Therapeutics shares in Q3 2026, an estimated $9.39K.
  • Intellia Therapeutics made up ﹤0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1288 holding.
  • Sigma Planning Corp first reported a position in Intellia Therapeutics in Q2 2025 and has held it in 3 quarters since.
  • Sigma Planning Corp's Intellia Therapeutics position peaked at $172K in Q2 2026.
  • 123 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q3 2026.

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