Aaron Wealth Advisors
AFRM icon

Aaron Wealth Advisors’s Affirm AFRM Stock Holding History

Aaron Wealth Advisors’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 		$286K Sell
4,132
-1,425
-26% -$107K 0.01% 575
2026
Q2 		$453K Buy
5,557
+223
+4% +$14.6K 0.02% 448
2026
Q1 		$244K Buy
5,334
+1,186
+29% +$68.5K 0.01% 618
2025
Q4 		$309K Sell
4,148
-117
-3% -$8.42K 0.02% 563
2025
Q3 		$312K Buy
4,265
+993
+30% +$75.6K 0.02% 519
2025
Q2 		$226K Buy
+3,272
New +$170K 0.02% 434

Other funds holding AFRM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Catalyst Private Wealth
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Aaron Wealth Advisors's AFRM Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Affirm (AFRM) stake by 26% in Q3 2026, selling an estimated $107K and leaving 4,132 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #575.

Aaron Wealth Advisors first reported a position in AFRM in Q2 2025 and has held it in 6 quarters since. The position peaked at $453K in Q2 2026. 182 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Aaron Wealth Advisors held 4,132 shares of Affirm worth $286K as of Q3 2026.
  • Aaron Wealth Advisors sold 1,425 Affirm shares in Q3 2026, an estimated $107K.
  • Affirm made up 0.01% of Aaron Wealth Advisors's portfolio in Q3 2026, its #575 holding.
  • Aaron Wealth Advisors first reported a position in Affirm in Q2 2025 and has held it in 6 quarters since.
  • Aaron Wealth Advisors's Affirm position peaked at $453K in Q2 2026.
  • 182 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.