GSWM
AIFC

Golden State Wealth Management’s AI Financial Corp AIFC Stock Holding History

Golden State Wealth Management’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 		$18 Hold
30
– – ﹤0.01% 1607
2026
Q1 		$33 Hold
30
– – ﹤0.01% 1587
2025
Q4 		$33 Hold
30
– – ﹤0.01% 1661
2025
Q3 		$81 Buy
+30
New +$180 ﹤0.01% 1639

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
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

Golden State Wealth Management's AIFC Position: Q2 2026 in Review

Golden State Wealth Management held its AI Financial Corp (AIFC) position steady in Q2 2026 at 30 shares worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Golden State Wealth Management first reported a position in AIFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $81 in Q3 2025. 11 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • Golden State Wealth Management held 30 shares of AI Financial Corp worth $18 as of Q2 2026.
  • Golden State Wealth Management left its AI Financial Corp share count unchanged in Q2 2026.
  • AI Financial Corp made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1607 holding.
  • Golden State Wealth Management first reported a position in AI Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Golden State Wealth Management's AI Financial Corp position peaked at $81 in Q3 2025.
  • 11 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.