Independent Financial Group’s Archer Aviation ACHR Stock Holding History

Independent Financial Group’s Portfolio ACHR Stock Details ACHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$79.7K	Buy	16,860 +1,250	+8%	+$7.27K	﹤0.01%	1525
2026 Q1	$80.7K	Buy	15,610 +700	+5%	+$5K	﹤0.01%	1426
2025 Q4	$112K	Sell	14,910 -16,004	-52%	-$151K	﹤0.01%	1378
2025 Q3	$296K	Buy	30,914 +19,073	+161%	+$189K	0.01%	1098
2025 Q2	$128K	Sell	11,841 -1,551	-12%	-$14.5K	﹤0.01%	1257
2025 Q1	$95.2K	Buy	13,392 +2,362	+21%	+$21K	﹤0.01%	1149
2024 Q4	$108K	Buy	+11,030	New	+$61.3K	﹤0.01%	1130

Other funds holding ACHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Independent Financial Group's ACHR Position: Q2 2026 in Review

Independent Financial Group increased its Archer Aviation (ACHR) stake by 8% in Q2 2026, buying an estimated $7.27K and bringing the position to 16,860 shares worth $79.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Independent Financial Group first reported a position in ACHR in Q4 2024 and has held it in 7 quarters since. The position peaked at $296K in Q3 2025. 522 funds tracked by Wall St. Rank hold ACHR as of Q2 2026.

Independent Financial Group held 16,860 shares of Archer Aviation worth $79.7K as of Q2 2026.
Independent Financial Group bought 1,250 Archer Aviation shares in Q2 2026, an estimated $7.27K.
Archer Aviation made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1525 holding.
Independent Financial Group first reported a position in Archer Aviation in Q4 2024 and has held it in 7 quarters since.
Independent Financial Group's Archer Aviation position peaked at $296K in Q3 2025.
522 funds tracked by Wall St. Rank held Archer Aviation as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.