BWM
FIGR icon

BigSur Wealth Management’s Figure Technology Solutions FIGR Stock Holding History

BigSur Wealth Management’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 		– Sell
-6,566
Closed -$202K – 177
2026
Q2 		$202K Sell
6,566
-9,691
-60% -$324K 0.05% 157
2026
Q1 		$552K Buy
+16,257
New +$701K 0.15% 115

Other funds holding FIGR

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
WAM
Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BigSur Wealth Management's FIGR Position: Q3 2026 in Review

BigSur Wealth Management sold out of Figure Technology Solutions (FIGR) in Q3 2026, closing a stake of 6,566 shares — an estimated $202K sold.

BigSur Wealth Management first reported a position in FIGR in Q1 2026 and held it in 2 quarters. The position peaked at $552K in Q1 2026. 11 funds tracked by Wall St. Rank hold FIGR as of Q3 2026.

  • BigSur Wealth Management reported no remaining Figure Technology Solutions position as of Q3 2026 after selling out during the quarter.
  • BigSur Wealth Management sold 6,566 Figure Technology Solutions shares in Q3 2026, an estimated $202K.
  • BigSur Wealth Management first reported a position in Figure Technology Solutions in Q1 2026 and held it in 2 quarters.
  • BigSur Wealth Management's Figure Technology Solutions position peaked at $552K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Figure Technology Solutions as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.