Sigma Planning Corp
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Sigma Planning Corp’s TransDigm Group TDG Stock Holding History

Sigma Planning Corp’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$232K Buy
214
+2
+0.9% +$2.4K 0.01% 1178
2026
Q2 		$283K Sell
212
-11
-5% -$13.5K 0.01% 1151
2026
Q1 		$259K Buy
223
+64
+40% +$83.9K 0.01% 1106
2025
Q4 		$212K Buy
+159
New +$208K 0.01% 1198

Other funds holding TDG

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Veritas Asset Management
Veritas Asset Management London, United Kingdom $5.37B AUM 7.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Sigma Planning Corp increased its TransDigm Group (TDG) stake by 0.94% in Q3 2026, buying an estimated $2.4K and bringing the position to 214 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #1178.

Sigma Planning Corp first reported a position in TDG in Q4 2025 and has held it in 4 quarters since. The position peaked at $283K in Q2 2026. 557 funds tracked by Wall St. Rank hold TDG as of Q3 2026.

  • Sigma Planning Corp held 214 shares of TransDigm Group worth $232K as of Q3 2026.
  • Sigma Planning Corp bought 2 TransDigm Group shares in Q3 2026, an estimated $2.4K.
  • TransDigm Group made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1178 holding.
  • Sigma Planning Corp first reported a position in TransDigm Group in Q4 2025 and has held it in 4 quarters since.
  • Sigma Planning Corp's TransDigm Group position peaked at $283K in Q2 2026.
  • 557 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2026.

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