Avion Wealth’s AI Financial Corp AIFC Stock Holding History

Avion Wealth’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	-362	Closed	–	–	1797
2026 Q1	$0	Buy	+362	New	+$590	﹤0.01%	1653

Other funds holding AIFC

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Avion Wealth's AIFC Position: Q2 2026 in Review

Avion Wealth sold out of AI Financial Corp (AIFC) in Q2 2026, closing a stake of 362 shares.

Avion Wealth first reported a position in AIFC in Q1 2026 and held it in 1 quarter. The position peaked at $0 in Q1 2026. 11 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

Avion Wealth reported no remaining AI Financial Corp position as of Q2 2026 after selling out during the quarter.
Avion Wealth sold 362 AI Financial Corp shares in Q2 2026.
Avion Wealth first reported a position in AI Financial Corp in Q1 2026 and held it in 1 quarter.
Avion Wealth's AI Financial Corp position peaked at $0 in Q1 2026.
11 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.