WAG
TIGR

Wallace Advisory Group’s UP Fintech Holding TIGR Stock Holding History

Wallace Advisory Group’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
2025
Q4 		– Sell
-11,944
Closed -$115K – 168
2025
Q3 		$115K Sell
11,944
-1,562
-12% -$16.7K 0.09% 166
2025
Q2 		$116K Sell
13,506
-166
-1% -$1.39K 0.08% 169
2025
Q1 		$88.3K Buy
+13,672
New +$102K 0.06% 185

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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wallace Advisory Group's TIGR Position: Q4 2025 in Review

Wallace Advisory Group sold out of UP Fintech Holding (TIGR) in Q4 2025, closing a stake of 11,944 shares — an estimated $115K sold.

Wallace Advisory Group first reported a position in TIGR in Q1 2025 and held it in 3 quarters. The position peaked at $116K in Q2 2025. 159 funds tracked by Wall St. Rank hold TIGR as of Q4 2025.

  • Wallace Advisory Group reported no remaining UP Fintech Holding position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 11,944 UP Fintech Holding shares in Q4 2025, an estimated $115K.
  • Wallace Advisory Group first reported a position in UP Fintech Holding in Q1 2025 and held it in 3 quarters.
  • Wallace Advisory Group's UP Fintech Holding position peaked at $116K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held UP Fintech Holding as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.