Sax Wealth Advisors’s Figure Technology Solutions FIGR Stock Holding History

Sax Wealth 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 Q3	$589K	Buy	+20,402	New	+$662K	0.02%	405

Other funds holding FIGR

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

WAM

Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 1-Year Est. Return

FOR

Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

HCA

Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Sax Wealth Advisors's FIGR Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Figure Technology Solutions (FIGR) in Q3 2026: 20,402 shares worth $589K. The stake represents 0.02% of the portfolio and ranks #405 among its holdings.

13 funds tracked by Wall St. Rank hold FIGR as of Q3 2026.

Sax Wealth Advisors held 20,402 shares of Figure Technology Solutions worth $589K as of Q3 2026.
Figure Technology Solutions was a new Sax Wealth Advisors position in Q3 2026.
Figure Technology Solutions made up 0.02% of Sax Wealth Advisors's portfolio in Q3 2026, its #405 holding.
13 funds tracked by Wall St. Rank held Figure Technology Solutions as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.