Sigma Planning Corp
TKO icon

Sigma Planning Corp’s TKO Group TKO Stock Holding History

Sigma Planning Corp’s Portfolio TKO Stock Details TKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$219K Sell
1,216
-76
-6% -$14.3K 0.01% 1209
2026
Q2 		$260K Sell
1,292
-4
-0.3% -$780 0.01% 1188
2026
Q1 		$261K Buy
1,296
+3
+0.2% +$614 0.01% 1103
2025
Q4 		$270K Hold
1,293
– – 0.01% 1086
2025
Q3 		$261K Buy
+1,293
New +$236K 0.01% 1084

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Blue Grotto Capital
Blue Grotto Capital Atlanta, Georgia $1.46B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Sigma Planning Corp reduced its TKO Group (TKO) stake by 5.9% in Q3 2026, selling an estimated $14.3K and leaving 1,216 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #1209.

Sigma Planning Corp first reported a position in TKO in Q3 2025 and has held it in 5 quarters since. The position peaked at $270K in Q4 2025. 278 funds tracked by Wall St. Rank hold TKO as of Q3 2026.

  • Sigma Planning Corp held 1,216 shares of TKO Group worth $219K as of Q3 2026.
  • Sigma Planning Corp sold 76 TKO Group shares in Q3 2026, an estimated $14.3K.
  • TKO Group made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1209 holding.
  • Sigma Planning Corp first reported a position in TKO Group in Q3 2025 and has held it in 5 quarters since.
  • Sigma Planning Corp's TKO Group position peaked at $270K in Q4 2025.
  • 278 funds tracked by Wall St. Rank held TKO Group as of Q3 2026.

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