LWA
AIFC

Lantern Wealth Advisors’s AI Financial Corp AIFC Stock Holding History

Lantern Wealth Advisors’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
2025
Q4 		– Sell
-13,500
Closed -$36.3K – 175
2025
Q3 		$36.3K Buy
+13,500
New +$80.8K 0.02% 155

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 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lantern Wealth Advisors's AIFC Position: Q4 2025 in Review

Lantern Wealth Advisors sold out of AI Financial Corp (AIFC) in Q4 2025, closing a stake of 13,500 shares — an estimated $36.3K sold.

Lantern Wealth Advisors first reported a position in AIFC in Q3 2025 and held it in 1 quarter. The position peaked at $36.3K in Q3 2025. 78 funds tracked by Wall St. Rank hold AIFC as of Q4 2025.

  • Lantern Wealth Advisors reported no remaining AI Financial Corp position as of Q4 2025 after selling out during the quarter.
  • Lantern Wealth Advisors sold 13,500 AI Financial Corp shares in Q4 2025, an estimated $36.3K.
  • Lantern Wealth Advisors first reported a position in AI Financial Corp in Q3 2025 and held it in 1 quarter.
  • Lantern Wealth Advisors's AI Financial Corp position peaked at $36.3K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held AI Financial Corp as of Q4 2025.

Based on Lantern Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.