WWM
AIFC

Wolff Wiese Magana’s AI Financial Corp AIFC Stock Holding History

Wolff Wiese Magana’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 		$1 Hold
1
– – ﹤0.01% 1027
2026
Q1 		$2 Hold
1
– – ﹤0.01% 982
2025
Q4 		$2 Hold
1
– – ﹤0.01% 945
2025
Q3 		$3 Buy
+1
New +$6 ﹤0.01% 959

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

Wolff Wiese Magana's AIFC Position: Q2 2026 in Review

Wolff Wiese Magana held its AI Financial Corp (AIFC) position steady in Q2 2026 at 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Wolff Wiese Magana first reported a position in AIFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $3 in Q3 2025. 11 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • Wolff Wiese Magana held 1 share of AI Financial Corp worth $1 as of Q2 2026.
  • Wolff Wiese Magana left its AI Financial Corp share count unchanged in Q2 2026.
  • AI Financial Corp made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #1027 holding.
  • Wolff Wiese Magana first reported a position in AI Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • Wolff Wiese Magana's AI Financial Corp position peaked at $3 in Q3 2025.
  • 11 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.