Superior Planning, LLC’s Affirm AFRM Stock Holding History

Superior Planning, LLC’s Portfolio AFRM Stock Details AFRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$28K	Buy	+405	New	+$30.4K	0.01%	570

Other funds holding AFRM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Superior Planning, LLC's AFRM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Affirm (AFRM) in Q3 2026: 405 shares worth $28K. The stake represents 0.01% of the portfolio and ranks #570 among its holdings.

431 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

Superior Planning, LLC held 405 shares of Affirm worth $28K as of Q3 2026.
Affirm was a new Superior Planning, LLC position in Q3 2026.
Affirm made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #570 holding.
431 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.