PIA
AIFC

Perennial Investment Advisors’s AI Financial Corp AIFC Stock Holding History

Perennial Investment 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
2026
Q2 		$12.8K Buy
+21,839
New +$18.3K ﹤0.01% 582

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

Perennial Investment Advisors's AIFC Position: Q2 2026 in Review

Perennial Investment Advisors opened a new position in AI Financial Corp (AIFC) in Q2 2026: 21,839 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #582 among its holdings.

75 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • Perennial Investment Advisors held 21,839 shares of AI Financial Corp worth $12.8K as of Q2 2026.
  • AI Financial Corp was a new Perennial Investment Advisors position in Q2 2026.
  • AI Financial Corp made up ﹤0.01% of Perennial Investment Advisors's portfolio in Q2 2026, its #582 holding.
  • 75 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.