Number of Shares
465,137
Previous 446,048 4.28%
Holding current value
$16.3 Billion
Previous $14.9 Billion 9.06%
% of portfolio
7.94%
Previous 8.42%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
N/A
19,089 Added 4.28%
465,137 $16.3 Billion
Q2 2025

Jul 14, 2025

BUY
N/A
16,018 Added 3.72%
446,048 $14.9 Billion
Q1 2025

May 01, 2025

BUY
N/A
430,030 New
430,030 $14.1 Billion
Track This Portfolio

Track A&I Financial Services, LLC Portfolio

Follow A&I Financial Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of A&I Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on A&I Financial Services, LLC with notifications on news.