AWA
AIFC

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

Arkadios 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
2026
Q1 		$48.3K Buy
43,520
+1,900
+5% +$3.1K ﹤0.01% 1652
2025
Q4 		$45.8K Buy
41,620
+18,510
+80% +$35.6K ﹤0.01% 1524
2025
Q3 		$62.2K Buy
+23,110
New +$138K ﹤0.01% 1430

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

Arkadios Wealth Advisors's AIFC Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its AI Financial Corp (AIFC) stake by 4.6% in Q1 2026, buying an estimated $3.1K and bringing the position to 43,520 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Arkadios Wealth Advisors first reported a position in AIFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $62.2K in Q3 2025. 90 funds tracked by Wall St. Rank hold AIFC as of Q1 2026.

  • Arkadios Wealth Advisors held 43,520 shares of AI Financial Corp worth $48.3K as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,900 AI Financial Corp shares in Q1 2026, an estimated $3.1K.
  • AI Financial Corp made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1652 holding.
  • Arkadios Wealth Advisors first reported a position in AI Financial Corp in Q3 2025 and has held it in 3 quarters since.
  • Arkadios Wealth Advisors's AI Financial Corp position peaked at $62.2K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held AI Financial Corp as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.