Arkadios Wealth Advisors
AIFC icon

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
Q2 		$25.5K Hold
43,520
– – ﹤0.01% 1732
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 $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

Arkadios Wealth Advisors's AIFC Position: Q2 2026 in Review

Arkadios Wealth Advisors held its AI Financial Corp (AIFC) position steady in Q2 2026 at 43,520 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

Arkadios Wealth Advisors first reported a position in AIFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $62.2K in Q3 2025. 75 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • Arkadios Wealth Advisors held 43,520 shares of AI Financial Corp worth $25.5K as of Q2 2026.
  • Arkadios Wealth Advisors left its AI Financial Corp share count unchanged in Q2 2026.
  • AI Financial Corp made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1732 holding.
  • Arkadios Wealth Advisors first reported a position in AI Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Arkadios Wealth Advisors's AI Financial Corp position peaked at $62.2K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.