Synergy Investment Management, LLC
Position in FIGR — Figure Technology Solutions, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in FIGR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$767
New position
Shares Held
25
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#284
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, 2026Synergy Investment Management, LLC holds $273,457 across 8 Capital Markets names. FIGR ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,136 | $104,818 | |
| 2 | MS |
Morgan Stanley
|
334 | $69,818 | |
| 3 | GS |
Goldman Sachs Group Inc
|
44 | $44,499 | |
| 4 | IREN |
IREN Ltd
|
804 | $36,766 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
156 | $15,643 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
3 | $845 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
This page
|
25 | $767 | |
| 8 | PJT |
PJT Partners Inc.
|
2 | $301 |
All Filings in FIGR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767 | 25 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||