Rothwell Investment Advisors, LLC’s Affirm AFRM Stock Holding History

Rothwell Investment Advisors, 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	$4.5K	Buy	+65	New	+$4.88K	﹤0.01%	922

Other funds holding AFRM

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Allen Operations New York $968M AUM 12.84% 1-Year Est. Return

Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's AFRM Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Affirm (AFRM) in Q3 2026: 65 shares worth $4.5K. The stake represents ﹤0.01% of the portfolio and ranks #922 among its holdings.

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

Rothwell Investment Advisors, LLC held 65 shares of Affirm worth $4.5K as of Q3 2026.
Affirm was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Affirm made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #922 holding.
305 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.