Sigma Planning Corp’s Sterling Infrastructure STRL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$769K	Buy	1,564 +104	+7%	+$58.5K	0.02%	674
2026 Q2	$1.23M	Buy	1,460 +391	+37%	+$274K	0.03%	524
2026 Q1	$435K	Sell	1,069 -370	-26%	-$145K	0.01%	890
2025 Q4	$416K	Sell	1,439 -69	-5%	-$23.8K	0.01%	869
2025 Q3	$512K	Buy	1,508 +8	+0.5%	+$2.27K	0.01%	803
2025 Q2	$346K	Buy	+1,500	New	+$262K	0.01%	940
2022 Q2	–	Sell	-10,950	Closed	-$293K	–	1425
2022 Q1	$293K	Sell	10,950 -3,550	-24%	-$99.2K	0.01%	1068
2021 Q4	$381K	Sell	14,500 -1,750	-11%	-$45K	0.01%	966
2021 Q3	$368K	Sell	16,250 -1,100	-6%	-$24.6K	0.01%	954
2021 Q2	$419K	Buy	17,350 +1,050	+6%	+$23.5K	0.01%	911
2021 Q1	$378K	Buy	+16,300	New	+$355K	0.01%	887

Other funds holding STRL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

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

Sigma Planning Corp increased its Sterling Infrastructure (STRL) stake by 7.1% in Q3 2026, buying an estimated $58.5K and bringing the position to 1,564 shares worth $769K. The position accounts for 0.02% of the portfolio, ranked #674.

Sigma Planning Corp first reported a position in STRL in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.23M in Q2 2026. 416 funds tracked by Wall St. Rank hold STRL as of Q3 2026.

Sigma Planning Corp held 1,564 shares of Sterling Infrastructure worth $769K as of Q3 2026.
Sigma Planning Corp bought 104 Sterling Infrastructure shares in Q3 2026, an estimated $58.5K.
Sterling Infrastructure made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #674 holding.
Sigma Planning Corp first reported a position in Sterling Infrastructure in Q1 2021 and has held it in 11 quarters since.
Sigma Planning Corp's Sterling Infrastructure position peaked at $1.23M in Q2 2026.
416 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q3 2026.

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