Valley Wealth Managers’s Figure Technology Solutions FIGR Stock Holding History

Valley Wealth Managers’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	–	Sell	-945	Closed	-$29K	–	365
2026 Q2	$29K	Buy	+945	New	+$31.6K	﹤0.01%	243

Other funds holding FIGR

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

Werlinich Asset Management Stamford, Connecticut $258M AUM 64.99% 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

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

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

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Valley Wealth Managers's FIGR Position: Q3 2026 in Review

Valley Wealth Managers sold out of Figure Technology Solutions (FIGR) in Q3 2026, closing a stake of 945 shares — an estimated $29K sold.

Valley Wealth Managers first reported a position in FIGR in Q2 2026 and held it in 1 quarter. The position peaked at $29K in Q2 2026. 8 funds tracked by Wall St. Rank hold FIGR as of Q3 2026.

Valley Wealth Managers reported no remaining Figure Technology Solutions position as of Q3 2026 after selling out during the quarter.
Valley Wealth Managers sold 945 Figure Technology Solutions shares in Q3 2026, an estimated $29K.
Valley Wealth Managers first reported a position in Figure Technology Solutions in Q2 2026 and held it in 1 quarter.
Valley Wealth Managers's Figure Technology Solutions position peaked at $29K in Q2 2026.
8 funds tracked by Wall St. Rank held Figure Technology Solutions as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.