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
Q2 		$25.8K Sell
44,059
-1,070
-2% -$897 ﹤0.01% 6100
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 $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
ECM
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
JF
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

LPL Financial's AIFC Position: Q2 2026 in Review

LPL Financial reduced its AI Financial Corp (AIFC) stake by 2.4% in Q2 2026, selling an estimated $897 and leaving 44,059 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6100.

LPL Financial first reported a position in AIFC in Q3 2023 and has held it in 7 quarters since. The position peaked at $108K in Q3 2025. 75 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • LPL Financial held 44,059 shares of AI Financial Corp worth $25.8K as of Q2 2026.
  • LPL Financial sold 1,070 AI Financial Corp shares in Q2 2026, an estimated $897.
  • AI Financial Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6100 holding.
  • LPL Financial first reported a position in AI Financial Corp in Q3 2023 and has held it in 7 quarters since.
  • LPL Financial's AI Financial Corp position peaked at $108K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.