Superior Planning, LLC’s Figure Technology Solutions FIGR Stock Holding History

Superior Planning, LLC’s Portfolio FIGR Stock Details FIGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$548	Buy	+19	New	+$617	﹤0.01%	1874

Other funds holding FIGR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Williams Jones Wealth Management New York $8.94B AUM 17.99% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's FIGR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Figure Technology Solutions (FIGR) in Q3 2026: 19 shares worth $548. The stake represents ﹤0.01% of the portfolio and ranks #1874 among its holdings.

200 funds tracked by Wall St. Rank hold FIGR as of Q3 2026.

Superior Planning, LLC held 19 shares of Figure Technology Solutions worth $548 as of Q3 2026.
Figure Technology Solutions was a new Superior Planning, LLC position in Q3 2026.
Figure Technology Solutions made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1874 holding.
200 funds tracked by Wall St. Rank held Figure Technology Solutions as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.