PAG
AIFC

Private Advisor Group’s AI Financial Corp AIFC Stock Holding History

Private Advisor Group’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 		$55.5K Hold
94,857
– – ﹤0.01% 2467
2026
Q1 		$105K Buy
94,857
+55,000
+138% +$89.6K ﹤0.01% 2528
2025
Q4 		$43.8K Buy
39,857
+17,000
+74% +$32.7K ﹤0.01% 2527
2025
Q3 		$61.5K Buy
+22,857
New +$137K ﹤0.01% 2445

Other funds holding AIFC

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Private Advisor Group's AIFC Position: Q2 2026 in Review

Private Advisor Group held its AI Financial Corp (AIFC) position steady in Q2 2026 at 94,857 shares worth $55.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2467.

Private Advisor Group first reported a position in AIFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $105K in Q1 2026. 11 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • Private Advisor Group held 94,857 shares of AI Financial Corp worth $55.5K as of Q2 2026.
  • Private Advisor Group left its AI Financial Corp share count unchanged in Q2 2026.
  • AI Financial Corp made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2467 holding.
  • Private Advisor Group first reported a position in AI Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Private Advisor Group's AI Financial Corp position peaked at $105K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.