Sigma Planning Corp

Position in BAC — Bank Of America Corp /De/

CIK 1449126 ANN ARBOR, MI

Position in BAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$7,439,992

+$1,881,956 QoQ

Shares Held

130,572

+14.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#825

of 3,595 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sigma Planning Corp holds $32,393,585 across 5 Banks - Diversified names. BAC ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	54,714	$17,909,533
2	BAC	Bank Of America Corp /De/ This page	130,572	$7,439,992
3	WFC	Wells Fargo & Company/Mn	50,675	$4,187,782
4	C	Citigroup Inc	14,318	$2,003,947
5	BNY	Bank of New York Mellon Corp	5,894	$852,331

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,439,992	130,572	+14.5%	Shares	Sole	2026-08-07
2026-03-31	$5,558,036	114,011	-1.2%	Shares	Sole	2026-05-04
2025-12-31	$6,349,530	115,446	-0.9%	Shares	Sole	2026-01-30
2025-09-30	$6,008,996	116,476	+18.5%	Shares	Sole	2025-11-10
2025-06-30	$4,649,473	98,256	-3.6%	Shares	Sole	2025-08-05
2025-03-31	$4,253,538	101,930	-2.7%	Shares	Sole	2025-05-02
2024-12-31	$4,602,048	104,711	-1.9%	Shares	Sole	2025-02-03
2024-09-30	$4,233,300	106,686	-3.4%	Shares	Sole	2024-11-04
2024-06-30	$4,390,090	110,387	-0.7%	Shares	Sole	2024-08-06
2024-03-31	$4,216,704	111,200	+100.6%	Shares	Sole	2024-05-02
2023-12-31	$1,866,328	55,430	-56.6%	Shares	Sole	2024-02-01
2023-09-30	$3,494,564	127,632	-8.8%	Shares	Sole	2023-11-06
2023-06-30	$4,014,706	139,934	-31.5%	Shares	Sole	2023-08-02
2023-03-31	$5,844,839	204,365	-7.3%	Shares	Sole	2023-05-08
2022-12-31	$7,301,370	220,452	+5.1%	Shares	Sole	2023-01-24
2022-09-30	$6,335,869	209,797	+0.9%	Shares	Sole	2022-11-10
2022-06-30	$6,472,362	207,914	-0.8%	Shares	Sole	2022-08-11
2022-03-31	$8,636,331	209,518	-0.9%	Shares	Sole	2022-04-20
2021-12-31	$9,407,677	211,456	+7.5%	Shares	Sole	2022-02-02
2021-09-30	$8,353,183	196,777	+1.7%	Shares	Sole	2021-10-28
2021-06-30	$7,975,077	193,429	+7.7%	Shares	Sole	2021-08-13
2021-03-31	$6,950,194	179,638	+12.7%	Shares	Sole	2021-05-06
2020-12-31	$4,831,201	159,393	-2.7%	Shares	Sole	2021-02-09
2020-09-30	$3,946,471	163,822	-8.7%	Shares	Sole	2020-11-03
2020-06-30	$4,263,196	179,503	-1.7%	Shares	Sole	2020-07-31
2020-03-31	$3,877,171	182,627	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.