Arete Wealth Advisors’s AI Financial Corp AIFC Stock Holding History

Arete Wealth 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
2025 Q4	–	Sell	-10,500	Closed	-$28K	–	778
2025 Q3	$28K	Buy	+10,500	New	+$62.8K	﹤0.01%	761

Other funds holding AIFC

CRCM LP San Francisco, California $152M AUM 26.3% 1-Year Est. Return

Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arete Wealth Advisors's AIFC Position: Q4 2025 in Review

Arete Wealth Advisors sold out of AI Financial Corp (AIFC) in Q4 2025, closing a stake of 10,500 shares — an estimated $28K sold.

Arete Wealth Advisors first reported a position in AIFC in Q3 2025 and held it in 1 quarter. The position peaked at $28K in Q3 2025. 77 funds tracked by Wall St. Rank hold AIFC as of Q4 2025.

Arete Wealth Advisors reported no remaining AI Financial Corp position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 10,500 AI Financial Corp shares in Q4 2025, an estimated $28K.
Arete Wealth Advisors first reported a position in AI Financial Corp in Q3 2025 and held it in 1 quarter.
Arete Wealth Advisors's AI Financial Corp position peaked at $28K in Q3 2025.
77 funds tracked by Wall St. Rank held AI Financial Corp as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.