Nvest Wealth Strategies’s Firy Inc FIRY Stock Holding History

Nvest Wealth Strategies’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	$41	Hold	4	–	–	﹤0.01%	349
2026 Q1	$11	Hold	4	–	–	﹤0.01%	392
2025 Q4	$18	Buy	+4	New	+$25	﹤0.01%	212

Other funds holding FIRY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

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 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

Nvest Wealth Strategies's FIRY Position: Q2 2026 in Review

Nvest Wealth Strategies held its Firy Inc (FIRY) position steady in Q2 2026 at 4 shares worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Nvest Wealth Strategies first reported a position in FIRY in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold FIRY as of Q2 2026.

Nvest Wealth Strategies held 4 shares of Firy Inc worth $41 as of Q2 2026.
Nvest Wealth Strategies left its Firy Inc share count unchanged in Q2 2026.
Firy Inc made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #349 holding.
Nvest Wealth Strategies first reported a position in Firy Inc in Q4 2025 and has held it in 3 quarters since.
28 funds tracked by Wall St. Rank held Firy Inc as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.