SWM
AFCG

Spire Wealth Management’s AFC Gamma AFCG Stock Holding History

Spire 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
2026
Q2 		$27.9K Buy
9,000
+700
+8% +$2.2K ﹤0.01% 1342
2026
Q1 		$23.4K Sell
8,300
-500
-6% -$1.25K ﹤0.01% 1380
2025
Q4 		$25.1K Hold
8,800
– – ﹤0.01% 1397
2025
Q3 		$33.7K Sell
8,800
-14,000
-61% -$62.2K ﹤0.01% 1356
2025
Q2 		$102K Hold
22,800
– – ﹤0.01% 961
2025
Q1 		$127K Sell
22,800
-2,000
-8% -$15.9K ﹤0.01% 948
2024
Q4 		$207K Sell
24,800
-4,500
-15% -$43.2K 0.01% 810
2024
Q3 		$299K Sell
29,300
-14,092
-32% -$136K 0.01% 640
2024
Q2 		$362K Buy
43,392
+25,422
+141% +$209K 0.01% 558
2024
Q1 		$152K Buy
17,970
+9,934
+124% +$80.8K ﹤0.01% 860
2023
Q4 		$65.1K Buy
+8,036
New +$63.3K ﹤0.01% 1115
2023
Q3 		– Sell
-731
Closed -$6.22K – 2353
2023
Q2 		$6.22K Sell
731
-1,461
-67% -$11.8K ﹤0.01% 1949
2023
Q1 		$18.2K Hold
2,192
– – ﹤0.01% 1658
2022
Q4 		$24K Buy
+2,192
New +$24.7K ﹤0.01% 1288

Other funds holding AFCG

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Spire Wealth Management's AFCG Position: Q2 2026 in Review

Spire Wealth Management increased its AFC Gamma (AFCG) stake by 8.4% in Q2 2026, buying an estimated $2.2K and bringing the position to 9,000 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

Spire Wealth Management first reported a position in AFCG in Q4 2022 and has held it in 14 quarters since. The position peaked at $362K in Q2 2024. 5 funds tracked by Wall St. Rank hold AFCG as of Q2 2026.

  • Spire Wealth Management held 9,000 shares of AFC Gamma worth $27.9K as of Q2 2026.
  • Spire Wealth Management bought 700 AFC Gamma shares in Q2 2026, an estimated $2.2K.
  • AFC Gamma made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1342 holding.
  • Spire Wealth Management first reported a position in AFC Gamma in Q4 2022 and has held it in 14 quarters since.
  • Spire Wealth Management's AFC Gamma position peaked at $362K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held AFC Gamma as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.