Clearstead Advisors’s AFC Gamma AFCG Stock Holding History

Clearstead Advisors’s Portfolio AFCG Stock Details AFCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1	Closed	-$4	–	2746
2025 Q3	$4	Buy	+1	New	+$4	﹤0.01%	3066

Other funds holding AFCG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CDC Financial Chicago, Illinois $157M AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Clearstead Advisors's AFCG Position: Q4 2025 in Review

Clearstead Advisors sold out of AFC Gamma (AFCG) in Q4 2025, closing a stake of 1 share — an estimated $4 sold.

Clearstead Advisors first reported a position in AFCG in Q3 2025 and held it in 1 quarter. The position peaked at $4 in Q3 2025. 69 funds tracked by Wall St. Rank hold AFCG as of Q4 2025.

Clearstead Advisors reported no remaining AFC Gamma position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 1 AFC Gamma share in Q4 2025, an estimated $4.
Clearstead Advisors first reported a position in AFC Gamma in Q3 2025 and held it in 1 quarter.
Clearstead Advisors's AFC Gamma position peaked at $4 in Q3 2025.
69 funds tracked by Wall St. Rank held AFC Gamma as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.