SAG
FIGR

SageView Advisory Group’s Figure Technology Solutions FIGR Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-55
Closed -$2.25K – 2607
2025
Q4 		$2.25K Buy
+55
New +$2.2K ﹤0.01% 2204

Other funds holding FIGR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return
MCCM
Morgan Creek Capital Management Chapel Hill, North Carolina $148M AUM
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
JD6
J Digital 6 Chicago, Illinois $169M AUM 111.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SageView Advisory Group's FIGR Position: Q1 2026 in Review

SageView Advisory Group sold out of Figure Technology Solutions (FIGR) in Q1 2026, closing a stake of 55 shares — an estimated $2.25K sold.

SageView Advisory Group first reported a position in FIGR in Q4 2025 and held it in 1 quarter. The position peaked at $2.25K in Q4 2025. 313 funds tracked by Wall St. Rank hold FIGR as of Q1 2026.

  • SageView Advisory Group reported no remaining Figure Technology Solutions position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 55 Figure Technology Solutions shares in Q1 2026, an estimated $2.25K.
  • SageView Advisory Group first reported a position in Figure Technology Solutions in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Figure Technology Solutions position peaked at $2.25K in Q4 2025.
  • 313 funds tracked by Wall St. Rank held Figure Technology Solutions as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.