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Savvy Advisors Inc’s AI Financial Corp AIFC Stock Holding History

Savvy Advisors Inc’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 		$20.5K Buy
35,112
+14,732
+72% +$12.3K ﹤0.01% 1253
2026
Q1 		$22.6K Buy
20,380
+6,000
+42% +$9.77K ﹤0.01% 1135
2025
Q4 		$15.8K Sell
14,380
-5,491
-28% -$10.6K ﹤0.01% 1007
2025
Q3 		$53.5K Buy
+19,871
New +$119K ﹤0.01% 812

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

Savvy Advisors Inc's AIFC Position: Q2 2026 in Review

Savvy Advisors Inc increased its AI Financial Corp (AIFC) stake by 72% in Q2 2026, buying an estimated $12.3K and bringing the position to 35,112 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Savvy Advisors Inc first reported a position in AIFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $53.5K in Q3 2025. 75 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • Savvy Advisors Inc held 35,112 shares of AI Financial Corp worth $20.5K as of Q2 2026.
  • Savvy Advisors Inc bought 14,732 AI Financial Corp shares in Q2 2026, an estimated $12.3K.
  • AI Financial Corp made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1253 holding.
  • Savvy Advisors Inc first reported a position in AI Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's AI Financial Corp position peaked at $53.5K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.