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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Savvy Advisors Inc's AIFC Position: Q1 2026 in Review

Savvy Advisors Inc increased its AI Financial Corp (AIFC) stake by 42% in Q1 2026, buying an estimated $9.77K and bringing the position to 20,380 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Savvy Advisors Inc first reported a position in AIFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $53.5K in Q3 2025. 90 funds tracked by Wall St. Rank hold AIFC as of Q1 2026.

  • Savvy Advisors Inc held 20,380 shares of AI Financial Corp worth $22.6K as of Q1 2026.
  • Savvy Advisors Inc bought 6,000 AI Financial Corp shares in Q1 2026, an estimated $9.77K.
  • AI Financial Corp made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1135 holding.
  • Savvy Advisors Inc first reported a position in AI Financial Corp in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's AI Financial Corp position peaked at $53.5K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held AI Financial Corp as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.