Morgan Stanley’s AI Financial Corp AIFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $151K | Buy |
136,053
+46,504
| +52% | +$75.8K | ﹤0.01% | 5988 |
|
|
2025
Q4 | $98.5K | Sell |
89,549
-11,717
| -12% | -$22.6K | ﹤0.01% | 6209 |
|
|
2025
Q3 | $272K | Sell |
101,266
-5,884
| -5% | -$35.2K | ﹤0.01% | 5758 |
|
|
2025
Q2 | $776K | Buy |
107,150
+43,339
| +68% | +$305K | ﹤0.01% | 5234 |
|
|
2025
Q1 | $248K | Buy |
63,811
+36,609
| +135% | +$202K | ﹤0.01% | 5648 |
|
|
2024
Q4 | $126K | Buy |
27,202
+17,202
| +172% | +$46.4K | ﹤0.01% | 5968 |
|
|
2024
Q3 | $17.7K | Hold |
10,000
| – | – | ﹤0.01% | 6542 |
|
|
2024
Q2 | $22.4K | Hold |
10,000
| – | – | ﹤0.01% | 6420 |
|
|
2024
Q1 | $26.3K | Sell |
10,000
-10,000
| -50% | -$13K | ﹤0.01% | 6414 |
|
|
2023
Q4 | $11.1K | Buy |
+20,000
| New | +$8.6K | ﹤0.01% | 6812 |
|
|
2022
Q4 | – | Sell |
-6
| Closed | – | – | 7975 |
|
|
2022
Q3 | $0 | Buy |
+6
| New | +$17 | ﹤0.01% | 7905 |
|
|
2022
Q2 | – | Sell |
-9,427
| Closed | -$33K | – | 8008 |
|
|
2022
Q1 | $33K | Buy |
9,427
+1,120
| +13% | +$3.6K | ﹤0.01% | 6906 |
|
|
2021
Q4 | $34K | Buy |
+8,307
| New | +$44.8K | ﹤0.01% | 6985 |
|
|
2021
Q3 | – | Sell |
-127
| Closed | -$1K | – | 8040 |
|
|
2021
Q2 | $1K | Buy |
+127
| New | +$971 | ﹤0.01% | 7639 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 7581 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | +$4 | ﹤0.01% | 7129 |
|
|
2020
Q2 | – | Sell |
-5
| Closed | – | – | 6743 |
|
|
2020
Q1 | $0 | Sell |
5
-10
| -67% | -$32 | ﹤0.01% | 6728 |
|
|
2019
Q4 | $0 | Sell |
15
-4
| -21% | -$11 | ﹤0.01% | 6784 |
|
|
2019
Q3 | $0 | Sell |
19
-23
| -55% | -$91 | ﹤0.01% | 6773 |
|
|
2019
Q2 | $0 | Buy |
+42
| New | +$180 | ﹤0.01% | 6762 |
|
|
2016
Q2 | – | Sell |
-2
| Closed | – | – | 6671 |
|
|
2016
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 6734 |
|
|
2015
Q4 | $0 | Buy |
+2
| New | +$9 | ﹤0.01% | 6816 |
|
|
2015
Q3 | – | Sell |
-2
| Closed | – | – | 6738 |
|
|
2015
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 6765 |
|
|
2015
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 6671 |
|
|
2014
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 6684 |
|
|
2014
Q3 | $0 | Sell |
2
-200
| -99% | -$3.43K | ﹤0.01% | 6670 |
|
|
2014
Q2 | $4K | Buy |
202
+200
| +10,000% | +$3.43K | ﹤0.01% | 6321 |
|
|
2014
Q1 | $0 | Sell |
2
-798
| -100% | -$12.3K | ﹤0.01% | 6553 |
|
|
2013
Q4 | $11K | Buy |
+800
| New | +$12.5K | ﹤0.01% | 6026 |
|
Other funds holding AIFC
CL
DC
VCM
PCM
ECM
HHGC
Morgan Stanley's AIFC Position: Q1 2026 in Review
Morgan Stanley increased its AI Financial Corp (AIFC) stake by 52% in Q1 2026, buying an estimated $75.8K and bringing the position to 136,053 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #5988.
Morgan Stanley first reported a position in AIFC in Q4 2013 and has held it in 28 quarters since. The position peaked at $776K in Q2 2025. 90 funds tracked by Wall St. Rank hold AIFC as of Q1 2026.
- Morgan Stanley held 136,053 shares of AI Financial Corp worth $151K as of Q1 2026.
- Morgan Stanley bought 46,504 AI Financial Corp shares in Q1 2026, an estimated $75.8K.
- AI Financial Corp made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5988 holding.
- Morgan Stanley first reported a position in AI Financial Corp in Q4 2013 and has held it in 28 quarters since.
- Morgan Stanley's AI Financial Corp position peaked at $776K in Q2 2025.
- 90 funds tracked by Wall St. Rank held AI Financial Corp as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.