STA
FIGR

Summit Trail Advisors’s Figure Technology Solutions FIGR Stock Holding History

Summit Trail 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
Q2 		$671K Buy
21,845
+4,596
+27% +$154K 0.01% 1137
2026
Q1 		$586K Buy
17,249
+4,563
+36% +$197K 0.01% 1113
2025
Q4 		$518K Buy
+12,686
New +$507K 0.01% 1064

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

Summit Trail Advisors's FIGR Position: Q2 2026 in Review

Summit Trail Advisors increased its Figure Technology Solutions (FIGR) stake by 27% in Q2 2026, buying an estimated $154K and bringing the position to 21,845 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #1137.

Summit Trail Advisors first reported a position in FIGR in Q4 2025 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold FIGR as of Q2 2026.

  • Summit Trail Advisors held 21,845 shares of Figure Technology Solutions worth $671K as of Q2 2026.
  • Summit Trail Advisors bought 4,596 Figure Technology Solutions shares in Q2 2026, an estimated $154K.
  • Figure Technology Solutions made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1137 holding.
  • Summit Trail Advisors first reported a position in Figure Technology Solutions in Q4 2025 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held Figure Technology Solutions as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.