LPL Financial
AIFC

LPL Financial’s AI Financial Corp AIFC Stock Holding History

LPL Financial’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 		$50.1K Buy
45,129
+650
+1% +$1.06K ﹤0.01% 5787
2025
Q4 		$48.9K Buy
44,479
+4,430
+11% +$8.53K ﹤0.01% 5701
2025
Q3 		$108K Buy
+40,049
New +$240K ﹤0.01% 5500
2024
Q2 		– Sell
-17,474
Closed -$46K – 5158
2024
Q1 		$46K Sell
17,474
-112,567
-87% -$146K ﹤0.01% 4777
2023
Q4 		$72.2K Sell
130,041
-100
-0.1% -$43 ﹤0.01% 4604
2023
Q3 		$53.6K Buy
+130,141
New +$95.2K ﹤0.01% 4515

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

LPL Financial's AIFC Position: Q1 2026 in Review

LPL Financial increased its AI Financial Corp (AIFC) stake by 1.5% in Q1 2026, buying an estimated $1.06K and bringing the position to 45,129 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5787.

LPL Financial first reported a position in AIFC in Q3 2023 and has held it in 6 quarters since. The position peaked at $108K in Q3 2025. 90 funds tracked by Wall St. Rank hold AIFC as of Q1 2026.

  • LPL Financial held 45,129 shares of AI Financial Corp worth $50.1K as of Q1 2026.
  • LPL Financial bought 650 AI Financial Corp shares in Q1 2026, an estimated $1.06K.
  • AI Financial Corp made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5787 holding.
  • LPL Financial first reported a position in AI Financial Corp in Q3 2023 and has held it in 6 quarters since.
  • LPL Financial's AI Financial Corp position peaked at $108K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held AI Financial Corp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.