Secure Asset Management’s Figure Technology Solutions FIGR Stock Holding History

Secure Asset Management’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	$2.9M	Buy	100,626 +3,739	+4%	+$121K	0.39%	68
2026 Q2	$2.98M	Buy	96,887 +24,780	+34%	+$828K	0.42%	63
2026 Q1	$2.45M	Buy	72,107 +25,580	+55%	+$1.1M	0.39%	70
2025 Q4	$1.9M	Buy	+46,527	New	+$1.86M	0.3%	92

Other funds holding FIGR

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

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

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

EWM

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

WAM

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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

Secure Asset Management's FIGR Position: Q3 2026 in Review

Secure Asset Management increased its Figure Technology Solutions (FIGR) stake by 3.9% in Q3 2026, buying an estimated $121K and bringing the position to 100,626 shares worth $2.9M. The position accounts for 0.39% of the portfolio, ranked #68.

Secure Asset Management first reported a position in FIGR in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.98M in Q2 2026. 31 funds tracked by Wall St. Rank hold FIGR as of Q3 2026.

Secure Asset Management held 100,626 shares of Figure Technology Solutions worth $2.9M as of Q3 2026.
Secure Asset Management bought 3,739 Figure Technology Solutions shares in Q3 2026, an estimated $121K.
Figure Technology Solutions made up 0.39% of Secure Asset Management's portfolio in Q3 2026, its #68 holding.
Secure Asset Management first reported a position in Figure Technology Solutions in Q4 2025 and has held it in 4 quarters since.
Secure Asset Management's Figure Technology Solutions position peaked at $2.98M in Q2 2026.
31 funds tracked by Wall St. Rank held Figure Technology Solutions as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.