PCS
TIGR

Personal CFO Solutions’s UP Fintech Holding TIGR Stock Holding History

Personal CFO Solutions’s Portfolio TIGR Stock Details TIGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-32,372
Closed -$309K – 563
2025
Q4 		$309K Buy
32,372
+3,046
+10% +$29.1K 0.05% 359
2025
Q3 		$313K Sell
29,326
-1,342
-4% -$14.4K 0.05% 334
2025
Q2 		$296K Buy
30,668
+1,998
+7% +$16.7K 0.05% 337
2025
Q1 		$246K Sell
28,670
-2,485
-8% -$18.6K 0.05% 375
2024
Q4 		$201K Buy
+31,155
New +$214K 0.04% 445

Other funds holding TIGR

AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $87.5M AUM 10.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Personal CFO Solutions's TIGR Position: Q1 2026 in Review

Personal CFO Solutions sold out of UP Fintech Holding (TIGR) in Q1 2026, closing a stake of 32,372 shares — an estimated $309K sold.

Personal CFO Solutions first reported a position in TIGR in Q4 2024 and held it in 5 quarters. The position peaked at $313K in Q3 2025. 125 funds tracked by Wall St. Rank hold TIGR as of Q1 2026.

  • Personal CFO Solutions reported no remaining UP Fintech Holding position as of Q1 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 32,372 UP Fintech Holding shares in Q1 2026, an estimated $309K.
  • Personal CFO Solutions first reported a position in UP Fintech Holding in Q4 2024 and held it in 5 quarters.
  • Personal CFO Solutions's UP Fintech Holding position peaked at $313K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held UP Fintech Holding as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.