Align Financial’s Firy Inc FIRY Stock Holding History

Align Financial’s Portfolio FIRY Stock Details FIRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-15	Closed	-$39	–	372
2026 Q1	$39	Sell	15 -50	-77%	-$179	﹤0.01%	369
2025 Q4	$65K	Buy	+65	New	+$401	﹤0.01%	384

Other funds holding FIRY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Align Financial's FIRY Position: Q2 2026 in Review

Align Financial sold out of Firy Inc (FIRY) in Q2 2026, closing a stake of 15 shares — an estimated $39 sold.

Align Financial first reported a position in FIRY in Q4 2025 and held it in 2 quarters. The position peaked at $65K in Q4 2025. 28 funds tracked by Wall St. Rank hold FIRY as of Q2 2026.

Align Financial reported no remaining Firy Inc position as of Q2 2026 after selling out during the quarter.
Align Financial sold 15 Firy Inc shares in Q2 2026, an estimated $39.
Align Financial first reported a position in Firy Inc in Q4 2025 and held it in 2 quarters.
Align Financial's Firy Inc position peaked at $65K in Q4 2025.
28 funds tracked by Wall St. Rank held Firy Inc as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.