DWM
FIRY

Dogwood Wealth Management’s Firy Inc FIRY Stock Holding History

Dogwood Wealth Management’s Portfolio FIRY Stock Details FIRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$81 Hold
8
– – ﹤0.01% 841
2026
Q1 		$21 Hold
8
– – ﹤0.01% 854
2025
Q4 		$34 Hold
8
– – ﹤0.01% 734
2025
Q3 		$64 Hold
8
– – ﹤0.01% 729
2025
Q2 		$57 Hold
8
– – ﹤0.01% 678
2025
Q1 		$36 Hold
8
– – ﹤0.01% 524
2024
Q4 		$40 Buy
+8
New +$43 ﹤0.01% 272

Other funds holding FIRY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Dogwood Wealth Management's FIRY Position: Q2 2026 in Review

Dogwood Wealth Management held its Firy Inc (FIRY) position steady in Q2 2026 at 8 shares worth $81. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Dogwood Wealth Management first reported a position in FIRY in Q4 2024 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold FIRY as of Q2 2026.

  • Dogwood Wealth Management held 8 shares of Firy Inc worth $81 as of Q2 2026.
  • Dogwood Wealth Management left its Firy Inc share count unchanged in Q2 2026.
  • Firy Inc made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #841 holding.
  • Dogwood Wealth Management first reported a position in Firy Inc in Q4 2024 and has held it in 7 quarters since.
  • 28 funds tracked by Wall St. Rank held Firy Inc as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.