PWPS
FIGR

Pinnacle Wealth Planning Services’s Figure Technology Solutions FIGR Stock Holding History

Pinnacle Wealth Planning Services’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 		– Sell
-14
Closed -$475 – 2843
2026
Q1 		$475 Buy
+14
New +$603 ﹤0.01% 2626

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

Pinnacle Wealth Planning Services's FIGR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Figure Technology Solutions (FIGR) in Q2 2026, closing a stake of 14 shares — an estimated $475 sold.

Pinnacle Wealth Planning Services first reported a position in FIGR in Q1 2026 and held it in 1 quarter. The position peaked at $475 in Q1 2026. 302 funds tracked by Wall St. Rank hold FIGR as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Figure Technology Solutions position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 14 Figure Technology Solutions shares in Q2 2026, an estimated $475.
  • Pinnacle Wealth Planning Services first reported a position in Figure Technology Solutions in Q1 2026 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Figure Technology Solutions position peaked at $475 in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Figure Technology Solutions as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.