TWD
AFCG

True Wealth Design’s AFC Gamma AFCG Stock Holding History

True Wealth Design’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
Q1 		– Sell
-41
Closed -$117 – 2700
2025
Q4 		$117 Sell
41
-66
-62% -$210 ﹤0.01% 2310
2025
Q3 		$410 Sell
107
-44
-29% -$195 ﹤0.01% 2069
2025
Q2 		$677 Buy
151
+130
+619% +$669 ﹤0.01% 1618
2025
Q1 		$117 Buy
+21
New +$167 ﹤0.01% 2144

Other funds holding AFCG

CF
CDC Financial Chicago, Illinois $157M AUM
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

True Wealth Design's AFCG Position: Q1 2026 in Review

True Wealth Design sold out of AFC Gamma (AFCG) in Q1 2026, closing a stake of 41 shares — an estimated $117 sold.

True Wealth Design first reported a position in AFCG in Q1 2025 and held it in 4 quarters. The position peaked at $677 in Q2 2025. 50 funds tracked by Wall St. Rank hold AFCG as of Q1 2026.

  • True Wealth Design reported no remaining AFC Gamma position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 41 AFC Gamma shares in Q1 2026, an estimated $117.
  • True Wealth Design first reported a position in AFC Gamma in Q1 2025 and held it in 4 quarters.
  • True Wealth Design's AFC Gamma position peaked at $677 in Q2 2025.
  • 50 funds tracked by Wall St. Rank held AFC Gamma as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.