Signature Estate & Investment Advisors’s AI Financial Corp AIFC Stock Holding History

Signature Estate & Investment Advisors’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	$11.5K	Buy	+19,672	New	+$16.5K	﹤0.01%	668

Other funds holding AIFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAP

Persistent Asset Partners Hong Kong $335M AUM 275.57% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Signature Estate & Investment Advisors's AIFC Position: Q2 2026 in Review

Signature Estate & Investment Advisors opened a new position in AI Financial Corp (AIFC) in Q2 2026: 19,672 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #668 among its holdings.

19 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

Signature Estate & Investment Advisors held 19,672 shares of AI Financial Corp worth $11.5K as of Q2 2026.
AI Financial Corp was a new Signature Estate & Investment Advisors position in Q2 2026.
AI Financial Corp made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #668 holding.
19 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.