Stiles Financial Services Inc AFIX β€” ALLSPRING EXCHANGE TRADED FU

Ownership history in Stiles Financial Services Inc  Β·  3 quarters on record

AI Ownership Summary

Stiles Financial Services Inc reported ALLSPRING EXCHANGE TRADED FU (AFIX) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.38% in 2026 Q1. The latest visible filing shows AFIX at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AFIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stiles Financial Services Inc's position in ALLSPRING EXCHANGE TRADED FU, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AFIX was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Stiles Financial Services Inc held AFIX β€” position size vs. price
% of Fund (quarterly)    AFIX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 50,130 +12,338 +32.6% 0.38% $1.2M 2026-04-30 $24.84
2025 Q4 REDUCED 15.6% +0.3% ❌ 37,792 -6,969 -15.6% 0.29% $948K 2026-02-03 $24.88
2025 Q3 INITIATED β€” β€” β€” 44,761 β€” β€” 0.36% $1.1M 2025-10-30 $24.75

🏒 Other funds also holding AFIX

As of 2026 Q1 β€” sorted by position size

MN Wealth Advisors, LLC 3.65% Allspring Global Investments Holdings, LLC 3Y 0.24% LPL Financial LLC 3Y 7Y 0.0%

FAQ About Stiles Financial Services Inc and AFIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stiles Financial Services Inc reported owning AFIX?

Stiles Financial Services Inc reported AFIX across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported AFIX position in Stiles Financial Services Inc's portfolio?

The largest reported portfolio weight for AFIX was 0.38% in 2026 Q1.

What is the latest reported AFIX position on this page?

The most recent filing on this page is 2026 Q1, when Stiles Financial Services Inc reported 50,130 shares, equal to 0.38% of portfolio, with an estimated market value of $1.2M.

What does the chart on this AFIX ownership page compare?

The chart compares Stiles Financial Services Inc's quarterly AFIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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