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FIG FINANCIAL ADVISORY SERVICES INC /ADV Last Quarter Change: USA Stocks, Added

FIG FINANCIAL ADVISORY SERVICES INC /ADV quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, FIG FINANCIAL ADVISORY SERVICES INC /ADV opened 11 positions, added to 4, reduced 9, sold out of 7 and left 1 unchanged. The largest increase in value was CM (+$2,236,024); the largest decrease was SGOL (-$2,252,148).

  • WELL: Country of operation United States; Class COM; Shares 2026-03-31 6,353; Shares 2026-06-30 10,365.
  • ETR: Country of operation United States; Class COM; Shares 2026-03-31 11,844; Shares 2026-06-30 19,341.
  • CAH: Country of operation United States; Class COM; Shares 2026-03-31 6,169; Shares 2026-06-30 6,455.
  • CASY: Country of operation United States; Class COM; Shares 2026-03-31 1,743; Shares 2026-06-30 1,745.

Two Form 13F-HR filings compared (SEC CIK 753967): 2026-03-31 (filed 2026-08-10) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
WELL
WELLTOWER INC
United StatesCOM6,35310,365+4,012$1,255,973$2,352,534+$1,096,561
ETR
ENTERGY CORP NEW
United StatesCOM11,84419,341+7,497$1,330,749$2,221,516+$890,767
CAH
CARDINAL HEALTH INC
United StatesCOM6,1696,455+286$1,303,484$1,533,402+$229,918
CASY
CASEYS GEN STORES INC
United StatesCOM1,7431,745+2$1,268,660$1,386,564+$117,904

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