HWM
AIFC

HighMark Wealth Management’s AI Financial Corp AIFC Stock Holding History

HighMark 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
Q1 		$111 Buy
+100
New +$163 ﹤0.01% 539

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

HighMark Wealth Management's AIFC Position: Q1 2026 in Review

HighMark Wealth Management opened a new position in AI Financial Corp (AIFC) in Q1 2026: 100 shares worth $111. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings.

90 funds tracked by Wall St. Rank hold AIFC as of Q1 2026.

  • HighMark Wealth Management held 100 shares of AI Financial Corp worth $111 as of Q1 2026.
  • AI Financial Corp was a new HighMark Wealth Management position in Q1 2026.
  • AI Financial Corp made up ﹤0.01% of HighMark Wealth Management's portfolio in Q1 2026, its #539 holding.
  • 90 funds tracked by Wall St. Rank held AI Financial Corp as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.