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LPL Financial LLC

Position in AIFC — AI Financial Corp

CIK 1403438 FORT MILL, SC

Position in AIFC

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$25,994
-$24,099 QoQ
Shares Held
44,059
-2.4% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 70 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AIFC Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

LPL Financial LLC holds $6,835,148,775 across 104 Software - Infrastructure names. AIFC ranks #100 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in AIFC

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $25,994 44,059
2026-03-31 $50,093 45,129
2025-12-31 $48,926 44,479
2025-09-30 $107,731 40,049
2024-03-31 $45,956 17,474
2023-12-31 $72,822 130,041
2023-09-30 $53,357 130,141