CWM
FIGR

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

Circle 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
Q2 		$1.02M Buy
33,255
+21,315
+179% +$713K 0.01% 148
2026
Q1 		$405K Buy
+11,940
New +$515K 0.01% 213

Other funds holding FIGR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
MCCM
Morgan Creek Capital Management Chapel Hill, North Carolina $148M AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Circle Wealth Management's FIGR Position: Q2 2026 in Review

Circle Wealth Management increased its Figure Technology Solutions (FIGR) stake by 179% in Q2 2026, buying an estimated $713K and bringing the position to 33,255 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #148.

Circle Wealth Management first reported a position in FIGR in Q1 2026 and has held it in 2 quarters since. 303 funds tracked by Wall St. Rank hold FIGR as of Q2 2026.

  • Circle Wealth Management held 33,255 shares of Figure Technology Solutions worth $1.02M as of Q2 2026.
  • Circle Wealth Management bought 21,315 Figure Technology Solutions shares in Q2 2026, an estimated $713K.
  • Figure Technology Solutions made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Circle Wealth Management first reported a position in Figure Technology Solutions in Q1 2026 and has held it in 2 quarters since.
  • 303 funds tracked by Wall St. Rank held Figure Technology Solutions as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.