SWM
AIFC

Spire Wealth Management’s AI Financial Corp AIFC Stock Holding History

Spire Wealth Management’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 		– Sell
-1,000
Closed -$1.11K – 2390
2026
Q1 		$1.11K Hold
1,000
– – ﹤0.01% 2136
2025
Q4 		$1.1K Hold
1,000
– – ﹤0.01% 2183
2025
Q3 		$2.69K Buy
+1,000
New +$5.99K ﹤0.01% 2101

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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

Spire Wealth Management sold out of AI Financial Corp (AIFC) in Q2 2026, closing a stake of 1,000 shares — an estimated $1.11K sold.

Spire Wealth Management first reported a position in AIFC in Q3 2025 and held it in 3 quarters. The position peaked at $2.69K in Q3 2025. 11 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • Spire Wealth Management reported no remaining AI Financial Corp position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 1,000 AI Financial Corp shares in Q2 2026, an estimated $1.11K.
  • Spire Wealth Management first reported a position in AI Financial Corp in Q3 2025 and held it in 3 quarters.
  • Spire Wealth Management's AI Financial Corp position peaked at $2.69K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

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