PWMA
FIGR

Pension & Wealth Management Advisors’s Figure Technology Solutions FIGR Stock Holding History

Pension & Wealth Management 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 		$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

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Pension & Wealth Management Advisors's FIGR Position: Q2 2026 in Review

Pension & Wealth Management Advisors 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 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. 278 funds tracked by Wall St. Rank hold FIGR as of Q2 2026.

  • Pension & Wealth Management Advisors held 161 shares of Figure Technology Solutions worth $4.96K as of Q2 2026.
  • Pension & Wealth Management Advisors 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's portfolio in Q2 2026, its #468 holding.
  • Pension & Wealth Management Advisors first reported a position in Figure Technology Solutions in Q3 2025 and has held it in 4 quarters since.
  • Pension & Wealth Management Advisors's Figure Technology Solutions position peaked at $8.68K in Q1 2026.
  • 278 funds tracked by Wall St. Rank held Figure Technology Solutions as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.