Kaizen Financial Strategies’s Archer Aviation ACHR Stock Holding History

Kaizen Financial Strategies’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	$235K	Sell	47,806 -21,568	-31%	-$125K	0.08%	157
2026 Q1	$422K	Sell	69,374 -11,677	-14%	-$83.3K	0.18%	102
2025 Q4	$610K	Buy	81,051 +16,557	+26%	+$156K	0.27%	66
2025 Q3	$573K	Sell	64,494 -1,457	-2%	-$14.4K	0.26%	73
2025 Q2	$716K	Buy	65,951 +8,800	+15%	+$82.4K	0.36%	48
2025 Q1	$406K	Buy	57,151 +24,297	+74%	+$216K	0.23%	82
2024 Q4	$320K	Sell	32,854 -16,646	-34%	-$92.5K	0.18%	96
2024 Q3	$150K	Buy	49,500 +22,000	+80%	+$84K	0.09%	132
2024 Q2	$116K	Buy	+27,500	New	+$102K	0.07%	131

Other funds holding ACHR

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

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

GPTE

Generali Powszechne Towarzystwo Emerytalne Warsaw, Poland $631M AUM 32.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CCM

Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Kaizen Financial Strategies's ACHR Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Archer Aviation (ACHR) stake by 31% in Q2 2026, selling an estimated $125K and leaving 47,806 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #157.

Kaizen Financial Strategies first reported a position in ACHR in Q2 2024 and has held it in 9 quarters since. The position peaked at $716K in Q2 2025. 166 funds tracked by Wall St. Rank hold ACHR as of Q2 2026.

Kaizen Financial Strategies held 47,806 shares of Archer Aviation worth $235K as of Q2 2026.
Kaizen Financial Strategies sold 21,568 Archer Aviation shares in Q2 2026, an estimated $125K.
Archer Aviation made up 0.08% of Kaizen Financial Strategies's portfolio in Q2 2026, its #157 holding.
Kaizen Financial Strategies first reported a position in Archer Aviation in Q2 2024 and has held it in 9 quarters since.
Kaizen Financial Strategies's Archer Aviation position peaked at $716K in Q2 2025.
166 funds tracked by Wall St. Rank held Archer Aviation as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.