Charles Schwab
AIFC

Charles Schwab’s AI Financial Corp AIFC Stock Holding History

Charles Schwab’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 		$806K Buy
726,293
+215,345
+42% +$351K ﹤0.01% 2960
2025
Q4 		$562K Sell
510,948
-210,808
-29% -$406K ﹤0.01% 3129
2025
Q3 		$1.94M Buy
+721,756
New +$4.32M ﹤0.01% 2757

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

Charles Schwab's AIFC Position: Q1 2026 in Review

Charles Schwab increased its AI Financial Corp (AIFC) stake by 42% in Q1 2026, buying an estimated $351K and bringing the position to 726,293 shares worth $806K. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

Charles Schwab first reported a position in AIFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.94M in Q3 2025. 90 funds tracked by Wall St. Rank hold AIFC as of Q1 2026.

  • Charles Schwab held 726,293 shares of AI Financial Corp worth $806K as of Q1 2026.
  • Charles Schwab bought 215,345 AI Financial Corp shares in Q1 2026, an estimated $351K.
  • AI Financial Corp made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2960 holding.
  • Charles Schwab first reported a position in AI Financial Corp in Q3 2025 and has held it in 3 quarters since.
  • Charles Schwab's AI Financial Corp position peaked at $1.94M in Q3 2025.
  • 90 funds tracked by Wall St. Rank held AI Financial Corp as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.