IFWM
FIRY

Institute for Wealth Management’s Firy Inc FIRY Stock Holding History

Institute for 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 		$102 Buy
+10
New +$70 ﹤0.01% 1741

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

Institute for Wealth Management's FIRY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Firy Inc (FIRY) in Q2 2026: 10 shares worth $102. The stake represents ﹤0.01% of the portfolio and ranks #1741 among its holdings.

28 funds tracked by Wall St. Rank hold FIRY as of Q2 2026.

  • Institute for Wealth Management held 10 shares of Firy Inc worth $102 as of Q2 2026.
  • Firy Inc was a new Institute for Wealth Management position in Q2 2026.
  • Firy Inc made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1741 holding.
  • 28 funds tracked by Wall St. Rank held Firy Inc as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.