West Financial Advisors’s AFC Gamma AFCG Stock Holding History

West Financial Advisors’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	$710	Buy	229 +4	+2%	+$13	﹤0.01%	208
2026 Q1	$634	Hold	225	–	–	﹤0.01%	179
2025 Q4	$641	Buy	225 +9	+4%	+$29	﹤0.01%	226
2025 Q3	$828	Buy	216 +7	+3%	+$31	﹤0.01%	178
2025 Q2	$937	Buy	209 +9	+5%	+$46	﹤0.01%	193
2025 Q1	$1.11K	Buy	+200	New	+$1.59K	﹤0.01%	185

Other funds holding AFCG

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 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

West Financial Advisors's AFCG Position: Q2 2026 in Review

West Financial Advisors increased its AFC Gamma (AFCG) stake by 1.8% in Q2 2026, buying an estimated $13 and bringing the position to 229 shares worth $710. The position accounts for ﹤0.01% of the portfolio, ranked #208.

West Financial Advisors first reported a position in AFCG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.11K in Q1 2025. 5 funds tracked by Wall St. Rank hold AFCG as of Q2 2026.

West Financial Advisors held 229 shares of AFC Gamma worth $710 as of Q2 2026.
West Financial Advisors bought 4 AFC Gamma shares in Q2 2026, an estimated $13.
AFC Gamma made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #208 holding.
West Financial Advisors first reported a position in AFC Gamma in Q1 2025 and has held it in 6 quarters since.
West Financial Advisors's AFC Gamma position peaked at $1.11K in Q1 2025.
5 funds tracked by Wall St. Rank held AFC Gamma as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.