Pinnacle Wealth Planning Services’s AI Financial Corp AIFC Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$1.02K	Buy	+2,100	New	+$1.07K	﹤0.01%	2607

Other funds holding AIFC

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Pinnacle Wealth Planning Services's AIFC Position: Q3 2026 in Review

Pinnacle Wealth Planning Services opened a new position in AI Financial Corp (AIFC) in Q3 2026: 2,100 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #2607 among its holdings.

9 funds tracked by Wall St. Rank hold AIFC as of Q3 2026.

Pinnacle Wealth Planning Services held 2,100 shares of AI Financial Corp worth $1.02K as of Q3 2026.
AI Financial Corp was a new Pinnacle Wealth Planning Services position in Q3 2026.
AI Financial Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2607 holding.
9 funds tracked by Wall St. Rank held AI Financial Corp as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.