Alliance Wealth Advisors (Utah)’s Affirm AFRM Stock Holding History

Alliance Wealth Advisors (Utah)’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 Q2	$538K	Buy	+6,600	New	+$431K	0.1%	124

Other funds holding AFRM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s AFRM Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) opened a new position in Affirm (AFRM) in Q2 2026: 6,600 shares worth $538K. The stake represents 0.1% of the portfolio and ranks #124 among its holdings.

127 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Alliance Wealth Advisors (Utah) held 6,600 shares of Affirm worth $538K as of Q2 2026.
Affirm was a new Alliance Wealth Advisors (Utah) position in Q2 2026.
Affirm made up 0.1% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #124 holding.
127 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.