Circle Wealth Management, LLC
Position in FIGR — Figure Technology Solutions, Inc.
CIK 1578242
SUMMIT, NJ
Position in FIGR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,021,261
+$615,898 QoQ
Shares Held
33,255
+178.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#138
of 301 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIGR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Circle Wealth Management, LLC holds $26,830,320 across 6 Capital Markets names. FIGR ranks #3 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
20,585 | $20,819,051 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
29,709 | $2,979,218 | |
| 3 | FIGR |
Figure Technology Solutions, Inc.
This page
|
33,255 | $1,021,261 | |
| 4 | SCHW |
Schwab Charles Corp
|
10,368 | $956,655 | |
| 5 | MS |
Morgan Stanley
|
3,172 | $663,074 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
6,244 | $391,061 |
All Filings in FIGR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,021,261 | 33,255 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $405,363 | 11,940 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||