Carson Wealth (CWM LLC)
FIGR

Carson Wealth (CWM LLC)’s Figure Technology Solutions FIGR Stock Holding History

Carson Wealth (CWM 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
Q1 		$113K Buy
3,339
+3,325
+23,750% +$143K ﹤0.01% 3154
2025
Q4 		$1K Buy
+14
New +$560 ﹤0.01% 5336

Other funds holding FIGR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return
MCCM
Morgan Creek Capital Management Chapel Hill, North Carolina $148M AUM
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
JD6
J Digital 6 Chicago, Illinois $169M AUM 111.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FIGR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Figure Technology Solutions (FIGR) stake by 23,750% in Q1 2026, buying an estimated $143K and bringing the position to 3,339 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #3154.

Carson Wealth (CWM LLC) first reported a position in FIGR in Q4 2025 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold FIGR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,339 shares of Figure Technology Solutions worth $113K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,325 Figure Technology Solutions shares in Q1 2026, an estimated $143K.
  • Figure Technology Solutions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3154 holding.
  • Carson Wealth (CWM LLC) first reported a position in Figure Technology Solutions in Q4 2025 and has held it in 2 quarters since.
  • 313 funds tracked by Wall St. Rank held Figure Technology Solutions as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.