Atria Investments, Inc
Position in FIGR — Figure Technology Solutions, Inc.
CIK 1535865
Charlotte, NC
Position in FIGR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$299,729
New position
Shares Held
9,760
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#193
of 301 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $73,052,567 across 20 Capital Markets names. FIGR ranks #18 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,998 | $19,214,007 | |
| 2 | MS |
Morgan Stanley
|
75,523 | $15,787,327 | |
| 3 | SCHW |
Schwab Charles Corp
|
153,187 | $14,134,564 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
74,186 | $6,457,149 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
12,538 | $3,531,703 | |
| 6 | SNEX |
StoneX Group Inc.
|
29,040 | $3,441,240 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
19,122 | $1,917,554 | |
| 8 | SF |
Stifel Financial Corp
|
20,044 | $1,398,469 |
All Filings in FIGR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,729 | 9,760 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||