Aptus Capital Advisors
AIFC icon

Aptus Capital Advisors’s AI Financial Corp AIFC Stock Holding History

Aptus Capital Advisors’s Portfolio AIFC Stock Details AIFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-90,195
Closed -$100K – 1850
2026
Q1 		$100K Buy
+90,195
New +$147K ﹤0.01% 1149
2025
Q4 		– Sell
-20,312
Closed -$54.6K – 1745
2025
Q3 		$54.6K Buy
+20,312
New +$122K ﹤0.01% 1216

Other funds holding AIFC

CL
CRCM LP San Francisco, California $152M AUM 26.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ExodusPoint Capital Management
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jump Financial
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Aptus Capital Advisors's AIFC Position: Q2 2026 in Review

Aptus Capital Advisors sold out of AI Financial Corp (AIFC) in Q2 2026, closing a stake of 90,195 shares — an estimated $100K sold.

Aptus Capital Advisors first reported a position in AIFC in Q3 2025 and held it in 2 quarters. The position peaked at $100K in Q1 2026. 75 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • Aptus Capital Advisors reported no remaining AI Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 90,195 AI Financial Corp shares in Q2 2026, an estimated $100K.
  • Aptus Capital Advisors first reported a position in AI Financial Corp in Q3 2025 and held it in 2 quarters.
  • Aptus Capital Advisors's AI Financial Corp position peaked at $100K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.