SWTS
TIGR

Stonehaven Wealth & Tax Solutions’s UP Fintech Holding TIGR Stock Holding History

Stonehaven Wealth & Tax 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
-10,433
Closed -$99.7K – 97
2025
Q4 		$99.7K Buy
+10,433
New +$99.6K 0.09% 83

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

Stonehaven Wealth & Tax Solutions's TIGR Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of UP Fintech Holding (TIGR) in Q1 2026, closing a stake of 10,433 shares — an estimated $99.7K sold.

Stonehaven Wealth & Tax Solutions first reported a position in TIGR in Q4 2025 and held it in 1 quarter. The position peaked at $99.7K in Q4 2025. 125 funds tracked by Wall St. Rank hold TIGR as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions reported no remaining UP Fintech Holding position as of Q1 2026 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 10,433 UP Fintech Holding shares in Q1 2026, an estimated $99.7K.
  • Stonehaven Wealth & Tax Solutions first reported a position in UP Fintech Holding in Q4 2025 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's UP Fintech Holding position peaked at $99.7K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held UP Fintech Holding as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.