CCWM
FIG

Cassaday & Co Wealth Management’s Figma FIG Stock Holding History

Cassaday & Co Wealth Management’s Portfolio FIG Stock Details FIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109 Sell
6
-188
-97% -$3.78K ﹤0.01% 1262
2026
Q1 		$4.1K Buy
+194
New +$5.32K ﹤0.01% 1003

Other funds holding FIG

GX
Greylock XIV Menlo Park, California $1.06B AUM
IVAV
Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.09B AUM 56.02% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cassaday & Co Wealth Management's FIG Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Figma (FIG) stake by 97% in Q2 2026, selling an estimated $3.78K and leaving 6 shares worth $109. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Cassaday & Co Wealth Management first reported a position in FIG in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.1K in Q1 2026. 370 funds tracked by Wall St. Rank hold FIG as of Q2 2026.

  • Cassaday & Co Wealth Management held 6 shares of Figma worth $109 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 188 Figma shares in Q2 2026, an estimated $3.78K.
  • Figma made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1262 holding.
  • Cassaday & Co Wealth Management first reported a position in Figma in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Figma position peaked at $4.1K in Q1 2026.
  • 370 funds tracked by Wall St. Rank held Figma as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.