Aspect Partners
AFRM icon

Aspect Partners’s Affirm AFRM Stock Holding History

Aspect Partners’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 		$7.89K Sell
114
-34
-23% -$2.56K ﹤0.01% 313
2026
Q2 		$12.1K Sell
148
-39
-21% -$2.55K ﹤0.01% 256
2026
Q1 		$8.57K Buy
187
+15
+9% +$867 ﹤0.01% 289
2025
Q4 		$12.8K Buy
172
+77
+81% +$5.54K 0.01% 236
2025
Q3 		$6.94K Buy
95
+45
+90% +$3.42K ﹤0.01% 363
2025
Q2 		$3.46K Hold
50
– – ﹤0.01% 413
2025
Q1 		$2.26K Hold
50
– – ﹤0.01% 439
2024
Q4 		$3.04K Buy
+50
New +$2.78K ﹤0.01% 431

Other funds holding AFRM

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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Aspect Partners's AFRM Position: Q3 2026 in Review

Aspect Partners reduced its Affirm (AFRM) stake by 23% in Q3 2026, selling an estimated $2.56K and leaving 114 shares worth $7.89K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Aspect Partners first reported a position in AFRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.8K in Q4 2025. 132 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Aspect Partners held 114 shares of Affirm worth $7.89K as of Q3 2026.
  • Aspect Partners sold 34 Affirm shares in Q3 2026, an estimated $2.56K.
  • Affirm made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #313 holding.
  • Aspect Partners first reported a position in Affirm in Q4 2024 and has held it in 8 quarters since.
  • Aspect Partners's Affirm position peaked at $12.8K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.