PWMAI
FIGR

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Figure Technology Solutions FIGR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$4.96K Sell
161
-94
-37% -$3.14K ﹤0.01% 468
2026
Q1 		$8.68K Buy
255
+149
+141% +$6.42K ﹤0.01% 405
2025
Q4 		$4.36K Buy
106
+56
+112% +$2.24K ﹤0.01% 445
2025
Q3 		$1.82K Buy
+50
New +$1.94K ﹤0.01% 488

Other funds holding FIGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WIM
WIM Investment Management Hong Kong $305M AUM 10.28% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s FIGR Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Figure Technology Solutions (FIGR) stake by 37% in Q2 2026, selling an estimated $3.14K and leaving 161 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in FIGR in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.68K in Q1 2026. 117 funds tracked by Wall St. Rank hold FIGR as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 161 shares of Figure Technology Solutions worth $4.96K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 94 Figure Technology Solutions shares in Q2 2026, an estimated $3.14K.
  • Figure Technology Solutions made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #468 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Figure Technology Solutions in Q3 2025 and has held it in 4 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Figure Technology Solutions position peaked at $8.68K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Figure Technology Solutions as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.