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 Q3	$36K	Buy	10,000 +1,000	+11%	+$3.16K	﹤0.01%	1231
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

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

SCA

SMH Capital Advisors Fort Worth, Texas $26.4M AUM 1.31% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Spire Wealth Management's AFCG Position: Q3 2026 in Review

Spire Wealth Management increased its AFC Gamma (AFCG) stake by 11% in Q3 2026, buying an estimated $3.16K and bringing the position to 10,000 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #1231.

Spire Wealth Management first reported a position in AFCG in Q4 2022 and has held it in 15 quarters since. The position peaked at $362K in Q2 2024. 18 funds tracked by Wall St. Rank hold AFCG as of Q3 2026.

Spire Wealth Management held 10,000 shares of AFC Gamma worth $36K as of Q3 2026.
Spire Wealth Management bought 1,000 AFC Gamma shares in Q3 2026, an estimated $3.16K.
AFC Gamma made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1231 holding.
Spire Wealth Management first reported a position in AFC Gamma in Q4 2022 and has held it in 15 quarters since.
Spire Wealth Management's AFC Gamma position peaked at $362K in Q2 2024.
18 funds tracked by Wall St. Rank held AFC Gamma as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.