SS
AIFC

SBI Securities’s AI Financial Corp AIFC Stock Holding History

SBI Securities’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 		$1 Buy
+1
New +$1 ﹤0.01% 4062
2026
Q1 		– Sell
-15
Closed -$17 – 4175
2025
Q4 		$17 Buy
+15
New +$29 ﹤0.01% 3806

Other funds holding AIFC

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
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
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

SBI Securities's AIFC Position: Q2 2026 in Review

SBI Securities opened a new position in AI Financial Corp (AIFC) in Q2 2026: 1 share worth $1. The stake represents ﹤0.01% of the portfolio and ranks #4062 among its holdings. This is a return to the name: SBI Securities previously reported a position in AIFC as recently as Q4 2025.

SBI Securities first reported a position in AIFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $17 in Q4 2025. 11 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • SBI Securities held 1 share of AI Financial Corp worth $1 as of Q2 2026.
  • AI Financial Corp was a new SBI Securities position in Q2 2026.
  • AI Financial Corp made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #4062 holding.
  • SBI Securities first reported a position in AI Financial Corp in Q4 2025 and has held it in 2 quarters since.
  • SBI Securities's AI Financial Corp position peaked at $17 in Q4 2025.
  • 11 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.