Sigma Planning Corp
TPL icon

Sigma Planning Corp’s Texas Pacific Land TPL Stock Holding History

Sigma Planning Corp’s Portfolio TPL Stock Details TPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-577
Closed -$253K – 1444
2026
Q2 		$253K Buy
577
+9
+2% +$3.65K 0.01% 1202
2026
Q1 		$270K Sell
568
-67
-11% -$28.8K 0.01% 1097
2025
Q4 		$205K Sell
635
-205
-24% -$62.6K 0.01% 1220
2025
Q3 		$262K Hold
840
– – 0.01% 1082
2025
Q2 		$296K Buy
840
+321
+62% +$131K 0.01% 999
2025
Q1 		$229K Sell
519
-177
-25% -$78.9K 0.01% 1068
2024
Q4 		$256K Sell
696
-45
-6% -$18.4K 0.01% 991
2024
Q3 		$219K Sell
741
-255
-26% -$70K 0.01% 1097
2024
Q2 		$244K Buy
+996
New +$209K 0.01% 1005
2023
Q1 		– Sell
-900
Closed -$235K – 1356
2022
Q4 		$235K Buy
+900
New +$239K 0.01% 1077
2021
Q3 		– Sell
-1,152
Closed -$206K – 1494
2021
Q2 		$206K Sell
1,152
-45
-4% -$7.84K 0.01% 1283
2021
Q1 		$212K Buy
+1,197
New +$149K 0.01% 1181
2020
Q1 		– Sell
-2,376
Closed -$206K – 1098
2019
Q4 		$206K Sell
2,376
-702
-23% -$51.3K 0.01% 948
2019
Q3 		$222K Buy
3,078
+9
+0.3% +$701 0.01% 882
2019
Q2 		$268K Sell
3,069
-63
-2% -$5.65K 0.01% 789
2019
Q1 		$269K Buy
+3,132
New +$245K 0.02% 719
2018
Q4 		– Sell
-3,834
Closed -$368K – 972
2018
Q3 		$368K Buy
3,834
+981
+34% +$87.3K 0.02% 602
2018
Q2 		$221K Buy
+2,853
New +$200K 0.01% 785

Other funds holding TPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
York GP
York GP Grand Cayman, Cayman Islands $95.2M AUM 6.73% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return

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

Sigma Planning Corp sold out of Texas Pacific Land (TPL) in Q3 2026, closing a stake of 577 shares — an estimated $253K sold.

Sigma Planning Corp first reported a position in TPL in Q2 2018 and held it in 18 quarters. The position peaked at $368K in Q3 2018. 411 funds tracked by Wall St. Rank hold TPL as of Q3 2026.

  • Sigma Planning Corp reported no remaining Texas Pacific Land position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 577 Texas Pacific Land shares in Q3 2026, an estimated $253K.
  • Sigma Planning Corp first reported a position in Texas Pacific Land in Q2 2018 and held it in 18 quarters.
  • Sigma Planning Corp's Texas Pacific Land position peaked at $368K in Q3 2018.
  • 411 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2026.

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