ACA
AIFC

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
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 $141M AUM 153.09% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aptus Capital Advisors's AIFC Position: Q1 2026 in Review

Aptus Capital Advisors opened a new position in AI Financial Corp (AIFC) in Q1 2026: 90,195 shares worth $100K. The stake represents ﹤0.01% of the portfolio and ranks #1149 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in AIFC as recently as Q3 2025.

Aptus Capital Advisors first reported a position in AIFC in Q3 2025 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold AIFC as of Q1 2026.

  • Aptus Capital Advisors held 90,195 shares of AI Financial Corp worth $100K as of Q1 2026.
  • AI Financial Corp was a new Aptus Capital Advisors position in Q1 2026.
  • AI Financial Corp made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1149 holding.
  • Aptus Capital Advisors first reported a position in AI Financial Corp in Q3 2025 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held AI Financial Corp as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.