Marshall Wace
AIFC

Marshall Wace’s AI Financial Corp AIFC Stock Holding History

Marshall Wace’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 		– Sell
-171,138
Closed -$190K – 3836
2026
Q1 		$190K Sell
171,138
-159,494
-48% -$260K ﹤0.01% 2797
2025
Q4 		$364K Buy
+330,632
New +$637K ﹤0.01% 2379
2025
Q2 		– Sell
-83,938
Closed -$326K – 3269
2025
Q1 		$326K Buy
+83,938
New +$464K ﹤0.01% 2238

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

Marshall Wace's AIFC Position: Q2 2026 in Review

Marshall Wace sold out of AI Financial Corp (AIFC) in Q2 2026, closing a stake of 171,138 shares — an estimated $190K sold.

Marshall Wace first reported a position in AIFC in Q1 2025 and held it in 3 quarters. The position peaked at $364K in Q4 2025. 75 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • Marshall Wace reported no remaining AI Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 171,138 AI Financial Corp shares in Q2 2026, an estimated $190K.
  • Marshall Wace first reported a position in AI Financial Corp in Q1 2025 and held it in 3 quarters.
  • Marshall Wace's AI Financial Corp position peaked at $364K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.