Sigma Planning Corp

Position in BNY — Bank of New York Mellon Corp

CIK 1449126 ANN ARBOR, MI

Position in BNY

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

Position Value

$852,331

+$250,877 QoQ

Shares Held

5,894

+16.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#984

of 1,868 holders

Holding Since

Mar 2020

25 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. BNY ranks #5 (2.6% 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/	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 This page	5,894	$852,331

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$852,331	5,894	+16.3%	Shares	Sole	2026-08-07
2026-03-31	$601,454	5,070	+31.8%	Shares	Sole	2026-05-04
2025-12-31	$446,482	3,846	-15.8%	Shares	Sole	2026-01-30
2025-09-30	$497,838	4,569	-0.7%	Shares	Sole	2025-11-10
2025-06-30	$419,197	4,601	-15.9%	Shares	Sole	2025-08-05
2025-03-31	$458,768	5,470	-6.7%	Shares	Sole	2025-05-02
2024-12-31	$450,377	5,862	+7.2%	Shares	Sole	2025-02-03
2024-09-30	$393,074	5,470	+2.7%	Shares	Sole	2024-11-04
2024-06-30	$319,034	5,327	-6.3%	Shares	Sole	2024-08-06
2024-03-31	$327,627	5,686	+17.0%	Shares	Sole	2024-05-02
2023-09-30	$207,279	4,860	-17.9%	Shares	Sole	2023-11-06
2023-06-30	$263,469	5,918	-68.7%	Shares	Sole	2023-08-02
2023-03-31	$859,497	18,915	-4.1%	Shares	Sole	2023-05-08
2022-12-31	$897,426	19,715	+7.4%	Shares	Sole	2023-01-24
2022-09-30	$706,996	18,354	-1.1%	Shares	Sole	2022-11-10
2022-06-30	$773,929	18,555	-1.8%	Shares	Sole	2022-08-11
2022-03-31	$937,411	18,888	-2.1%	Shares	Sole	2022-04-20
2021-12-31	$1,120,827	19,298	-3.5%	Shares	Sole	2022-02-02
2021-09-30	$1,036,903	20,002	-12.0%	Shares	Sole	2021-10-28
2021-06-30	$1,164,406	22,729	+1.0%	Shares	Sole	2021-08-13
2021-03-31	$1,064,261	22,505	+12.7%	Shares	Sole	2021-05-06
2020-12-31	$847,484	19,969	+79.4%	Shares	Sole	2021-02-09
2020-09-30	$382,272	11,132	-32.1%	Shares	Sole	2020-11-03
2020-06-30	$633,241	16,384	-8.2%	Shares	Sole	2020-07-31
2020-03-31	$600,918	17,842	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.