Commonwealth Equity Services
AIFC

Commonwealth Equity Services’s AI Financial Corp AIFC Stock Holding History

Commonwealth Equity Services’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 		$9.65K Buy
16,500
+3,000
+22% +$2.51K ﹤0.01% 4403
2026
Q1 		$15K Buy
13,500
+2,500
+23% +$4.07K ﹤0.01% 4269
2025
Q4 		$12.1K Buy
11,000
+618
+6% +$1.19K ﹤0.01% 4260
2025
Q3 		$28K Buy
+10,382
New +$62.1K ﹤0.01% 4195

Other funds holding AIFC

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Commonwealth Equity Services's AIFC Position: Q2 2026 in Review

Commonwealth Equity Services increased its AI Financial Corp (AIFC) stake by 22% in Q2 2026, buying an estimated $2.51K and bringing the position to 16,500 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #4403.

Commonwealth Equity Services first reported a position in AIFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $28K in Q3 2025. 11 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • Commonwealth Equity Services held 16,500 shares of AI Financial Corp worth $9.65K as of Q2 2026.
  • Commonwealth Equity Services bought 3,000 AI Financial Corp shares in Q2 2026, an estimated $2.51K.
  • AI Financial Corp made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4403 holding.
  • Commonwealth Equity Services first reported a position in AI Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Commonwealth Equity Services's AI Financial Corp position peaked at $28K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.