Position in BBD
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$67,838
-$3,380 QoQ
Shares Held
19,550
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#213
of 303 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BBD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sigma Planning Corp holds $7,413,579 across 13 Banks - Regional names. BBD ranks #13 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
73,282 | $1,299,289 | |
| 2 | FITB |
Fifth Third Bancorp
|
22,560 | $1,271,707 | |
| 3 | CFR |
Cullen/Frost Bankers, Inc.
|
6,870 | $1,061,552 | |
| 4 | TFC |
Truist Financial Corp
|
13,837 | $689,359 | |
| 5 | BMA |
Macro Bank Inc.
|
6,479 | $599,890 | |
| 6 | MTB |
M&T Bank Corp
|
2,220 | $528,382 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
1,834 | $451,567 | |
| 8 | OZK |
Bank OZK
|
7,671 | $399,582 |
All Filings in BBD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,838 | 19,550 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $71,218 | 19,512 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $64,858 | 19,477 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $65,784 | 19,463 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $43,402 | 19,463 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $51,771 | 19,463 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $43,597 | 19,463 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $55,664 | 19,463 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||