EFA
AIFC

Evernest Financial Advisors’s AI Financial Corp AIFC Stock Holding History

Evernest Financial 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
2025
Q3 		– Sell
-12,000
Closed -$86.9K – 197
2025
Q2 		$86.9K Buy
+12,000
New +$84.4K 0.03% 169

Other funds holding AIFC

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CL
CRCM LP San Francisco, California $141M AUM 153.09% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Evernest Financial Advisors's AIFC Position: Q3 2025 in Review

Evernest Financial Advisors sold out of AI Financial Corp (AIFC) in Q3 2025, closing a stake of 12,000 shares — an estimated $86.9K sold.

Evernest Financial Advisors first reported a position in AIFC in Q2 2025 and held it in 1 quarter. The position peaked at $86.9K in Q2 2025. 90 funds tracked by Wall St. Rank hold AIFC as of Q3 2025.

  • Evernest Financial Advisors reported no remaining AI Financial Corp position as of Q3 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 12,000 AI Financial Corp shares in Q3 2025, an estimated $86.9K.
  • Evernest Financial Advisors first reported a position in AI Financial Corp in Q2 2025 and held it in 1 quarter.
  • Evernest Financial Advisors's AI Financial Corp position peaked at $86.9K in Q2 2025.
  • 90 funds tracked by Wall St. Rank held AI Financial Corp as of Q3 2025.

Based on Evernest Financial Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.