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Affinity Capital Advisors’s Arteris AIP Stock Holding History

Affinity Capital Advisors’s Portfolio AIP Stock Details AIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.6M Sell
71,152
-54
-0.1% -$1.47K 0.19% 58
2026
Q2 		$2.48M Buy
71,206
+54
+0.1% +$1.73K 0.31% 49
2026
Q1 		$1.17M Buy
+71,152
New +$1.13M 0.16% 63

Other funds holding AIP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Affinity Capital Advisors's AIP Position: Q3 2026 in Review

Affinity Capital Advisors reduced its Arteris (AIP) stake by 0.08% in Q3 2026, selling an estimated $1.47K and leaving 71,152 shares worth $1.6M. The position accounts for 0.19% of the portfolio, ranked #58.

Affinity Capital Advisors first reported a position in AIP in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.48M in Q2 2026. 10 funds tracked by Wall St. Rank hold AIP as of Q3 2026.

  • Affinity Capital Advisors held 71,152 shares of Arteris worth $1.6M as of Q3 2026.
  • Affinity Capital Advisors sold 54 Arteris shares in Q3 2026, an estimated $1.47K.
  • Arteris made up 0.19% of Affinity Capital Advisors's portfolio in Q3 2026, its #58 holding.
  • Affinity Capital Advisors first reported a position in Arteris in Q1 2026 and has held it in 3 quarters since.
  • Affinity Capital Advisors's Arteris position peaked at $2.48M in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Arteris as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.