RBF Capital’s AIFU Inc AIFU Stock Holding History

RBF Capital’s Portfolio AIFU Stock Details AIFU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-490	Closed	-$41.1K	–	633
2025 Q1	$41.1K	Hold	490	–	–	﹤0.01%	567
2024 Q4	$215K	Sell	490 -125	-20%	-$66.7K	0.01%	494
2024 Q3	$349K	Hold	615	–	–	0.02%	481
2024 Q2	$489K	Hold	615	–	–	0.03%	383
2024 Q1	$1.17M	Hold	615	–	–	0.07%	276
2023 Q4	$1.64M	Buy	615 +1	+0.2%	+$2.76K	0.1%	212
2023 Q3	$1.77M	Sell	614 -10	-2%	-$28.1K	0.12%	175
2023 Q2	$2.07M	Hold	624	–	–	0.13%	163
2023 Q1	$2.17M	Hold	624	–	–	0.16%	149
2022 Q4	$1.85M	Hold	624	–	–	0.14%	159
2022 Q3	$1.25M	Hold	624	–	–	0.11%	206
2022 Q2	$1.82M	Hold	624	–	–	0.13%	165
2022 Q1	$1.82M	Hold	624	–	–	0.12%	190
2021 Q4	$1.82M	Hold	624	–	–	0.11%	190
2021 Q3	$3M	Hold	624	–	–	0.17%	126
2021 Q2	$3.77M	Hold	624	–	–	0.21%	106
2021 Q1	$3.48M	Hold	624	–	–	0.22%	106
2020 Q4	$3M	Hold	624	–	–	0.23%	96
2020 Q3	$4.18M	Hold	624	–	–	0.42%	49
2020 Q2	$4.99M	Hold	624	–	–	0.54%	36
2020 Q1	$5.02M	Hold	624	–	–	0.66%	29
2019 Q4	$6.48M	Hold	624	–	–	0.62%	29
2019 Q3	$6.64M	Hold	624	–	–	0.74%	23
2019 Q2	$8.35M	Hold	624	–	–	0.84%	19
2019 Q1	$6.55M	Hold	624	–	–	0.77%	24
2018 Q4	$5.48M	Hold	624	–	–	0.71%	29
2018 Q3	$6.74M	Sell	624 -12	-2%	-$132K	0.73%	25
2018 Q2	$7.25M	Buy	636 +12	+2%	+$140K	0.85%	19
2018 Q1	$6.74M	Hold	624	–	–	0.8%	19
2017 Q4	$5.39M	Buy	624 +74	+13%	+$552K	0.6%	33
2017 Q3	$2.77M	Hold	550	–	–	0.35%	65
2017 Q2	$1.88M	Sell	550 -87	-14%	-$302K	0.25%	87
2017 Q1	$2.2M	Hold	637	–	–	0.3%	70
2016 Q4	$2.11M	Hold	637	–	–	0.3%	68
2016 Q3	$1.96M	Hold	637	–	–	0.34%	67
2016 Q2	$1.81M	Buy	637 +26	+4%	+$77.2K	0.36%	61
2016 Q1	$1.96M	Hold	611	–	–	0.38%	66
2015 Q4	$2.27M	Hold	611	–	–	0.43%	62
2015 Q3	$1.87M	Buy	611 +36	+6%	+$113K	0.39%	63
2015 Q2	$2.03M	Buy	575 +125	+28%	+$475K	0.38%	69
2015 Q1	$1.55M	Buy	450 +190	+73%	+$622K	0.32%	81
2014 Q4	$690K	Buy	260 +8	+3%	+$18.4K	0.14%	128
2014 Q3	$554K	Hold	252	–	–	0.13%	151
2014 Q2	$692K	Hold	252	–	–	0.17%	135
2014 Q1	$756K	Hold	252	–	–	0.18%	126
2013 Q4	$609K	Hold	252	–	–	0.14%	143
2013 Q3	$529K	Sell	252 -95	-27%	-$207K	0.14%	146
2013 Q2	$838K	Buy	+347	New	+$877K	0.24%	95

Other funds holding AIFU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Fairway Wealth Independence, Ohio $379M AUM 13.86% 1-Year Est. Return

RBF Capital's AIFU Position: Q2 2025 in Review

RBF Capital sold out of AIFU Inc (AIFU) in Q2 2025, closing a stake of 490 shares — an estimated $41.1K sold.

RBF Capital first reported a position in AIFU in Q2 2013 and held it in 48 quarters. The position peaked at $8.35M in Q2 2019. 9 funds tracked by Wall St. Rank hold AIFU as of Q2 2025.

RBF Capital reported no remaining AIFU Inc position as of Q2 2025 after selling out during the quarter.
RBF Capital sold 490 AIFU Inc shares in Q2 2025, an estimated $41.1K.
RBF Capital first reported a position in AIFU Inc in Q2 2013 and held it in 48 quarters.
RBF Capital's AIFU Inc position peaked at $8.35M in Q2 2019.
9 funds tracked by Wall St. Rank held AIFU Inc as of Q2 2025.

Based on RBF Capital's 13F filing for Q2 2025, filed 14 Aug 2025.