MYIA
FIGR

Mount Yale Investment Advisors’s Figure Technology Solutions FIGR Stock Holding History

Mount Yale Investment Advisors’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 		$494K Sell
16,092
-847
-5% -$28.3K 0.01% 791
2026
Q1 		$575K Buy
+16,939
New +$730K 0.01% 677

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

Mount Yale Investment Advisors's FIGR Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Figure Technology Solutions (FIGR) stake by 5% in Q2 2026, selling an estimated $28.3K and leaving 16,092 shares worth $494K. The position accounts for 0.01% of the portfolio, ranked #791.

Mount Yale Investment Advisors first reported a position in FIGR in Q1 2026 and has held it in 2 quarters since. The position peaked at $575K in Q1 2026. 303 funds tracked by Wall St. Rank hold FIGR as of Q2 2026.

  • Mount Yale Investment Advisors held 16,092 shares of Figure Technology Solutions worth $494K as of Q2 2026.
  • Mount Yale Investment Advisors sold 847 Figure Technology Solutions shares in Q2 2026, an estimated $28.3K.
  • Figure Technology Solutions made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #791 holding.
  • Mount Yale Investment Advisors first reported a position in Figure Technology Solutions in Q1 2026 and has held it in 2 quarters since.
  • Mount Yale Investment Advisors's Figure Technology Solutions position peaked at $575K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held Figure Technology Solutions as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.