HWM
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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
Q2 		$58 Hold
100
– – ﹤0.01% 552
2026
Q1 		$111 Buy
+100
New +$163 ﹤0.01% 539

Other funds holding AIFC

CL
CRCM LP San Francisco, California $152M AUM 26.3% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ExodusPoint Capital Management
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jump Financial
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

HighMark Wealth Management's AIFC Position: Q2 2026 in Review

HighMark Wealth Management held its AI Financial Corp (AIFC) position steady in Q2 2026 at 100 shares worth $58. The position accounts for ﹤0.01% of the portfolio, ranked #552.

HighMark Wealth Management first reported a position in AIFC in Q1 2026 and has held it in 2 quarters since. The position peaked at $111 in Q1 2026. 75 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • HighMark Wealth Management held 100 shares of AI Financial Corp worth $58 as of Q2 2026.
  • HighMark Wealth Management left its AI Financial Corp share count unchanged in Q2 2026.
  • AI Financial Corp made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #552 holding.
  • HighMark Wealth Management first reported a position in AI Financial Corp in Q1 2026 and has held it in 2 quarters since.
  • HighMark Wealth Management's AI Financial Corp position peaked at $111 in Q1 2026.
  • 75 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.