RWM
AFCG

Ritholtz Wealth Management’s AFC Gamma AFCG Stock Holding History

Ritholtz Wealth Management’s Portfolio AFCG Stock Details AFCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-31,340
Closed -$140K – 1043
2025
Q2 		$140K Sell
31,340
-4,261
-12% -$21.9K ﹤0.01% 947
2025
Q1 		$198K Sell
35,601
-66,060
-65% -$525K 0.01% 875
2024
Q4 		$847K Buy
101,661
+40,841
+67% +$392K 0.02% 405
2024
Q3 		$621K Buy
60,820
+14,328
+31% +$138K 0.02% 504
2024
Q2 		$388K Buy
46,492
+15,717
+51% +$129K 0.01% 593
2024
Q1 		$261K Buy
30,775
+15,668
+104% +$127K 0.01% 678
2023
Q4 		$124K Buy
+15,107
New +$119K ﹤0.01% 724

Other funds holding AFCG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ritholtz Wealth Management's AFCG Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of AFC Gamma (AFCG) in Q3 2025, closing a stake of 31,340 shares — an estimated $140K sold.

Ritholtz Wealth Management first reported a position in AFCG in Q4 2023 and held it in 7 quarters. The position peaked at $847K in Q4 2024. 72 funds tracked by Wall St. Rank hold AFCG as of Q3 2025.

  • Ritholtz Wealth Management reported no remaining AFC Gamma position as of Q3 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 31,340 AFC Gamma shares in Q3 2025, an estimated $140K.
  • Ritholtz Wealth Management first reported a position in AFC Gamma in Q4 2023 and held it in 7 quarters.
  • Ritholtz Wealth Management's AFC Gamma position peaked at $847K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held AFC Gamma as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.