Creative Planning
FIGR

Creative Planning’s Figure Technology Solutions FIGR Stock Holding History

Creative Planning’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 		$477K Sell
15,546
-82
-0.5% -$2.74K ﹤0.01% 3224
2026
Q1 		$531K Buy
+15,628
New +$674K ﹤0.01% 2991

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

Creative Planning's FIGR Position: Q2 2026 in Review

Creative Planning reduced its Figure Technology Solutions (FIGR) stake by 0.52% in Q2 2026, selling an estimated $2.74K and leaving 15,546 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #3224.

Creative Planning first reported a position in FIGR in Q1 2026 and has held it in 2 quarters since. The position peaked at $531K in Q1 2026. 303 funds tracked by Wall St. Rank hold FIGR as of Q2 2026.

  • Creative Planning held 15,546 shares of Figure Technology Solutions worth $477K as of Q2 2026.
  • Creative Planning sold 82 Figure Technology Solutions shares in Q2 2026, an estimated $2.74K.
  • Figure Technology Solutions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3224 holding.
  • Creative Planning first reported a position in Figure Technology Solutions in Q1 2026 and has held it in 2 quarters since.
  • Creative Planning's Figure Technology Solutions position peaked at $531K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held Figure Technology Solutions as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.