Captrust Financial Advisors
- SEC CIK
- 0001512024
- Latest filing
- Aug 13, 2026
AIFC holding history
AI Financial Corp in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AIFC overviewAll 13F holders of AIFCFull Q2 2026 holdings
- Shares (Q2 2026)
- 14,800
- Value
- $8.66K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 14,800 | $8.66K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 14,800 | $16.4K | <0.1% | −22,500−60.3% | Reduced | Holders |
| Q4 2025 | 37,300 | $41.0K | <0.1% | +20,054+116.3% | Added | Holders |
| Q3 2025 | 17,246 | $46.4K | <0.1% | +17,246 | New | Holders |