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Beaird Harris Wealth Management’s Affirm AFRM Stock Holding History

Beaird Harris Wealth Management’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 		$119 Hold
1
– – ﹤0.01% 679
2026
Q1 		$67 Sell
1
-18
-95% -$1.04K ﹤0.01% 666
2025
Q4 		$1.41K Buy
19
+18
+1,800% +$1.29K ﹤0.01% 550
2025
Q3 		$106 Buy
+1
New +$76 ﹤0.01% 700
2024
Q3 		– Sell
-457
Closed -$13.8K – 516
2024
Q2 		$13.8K Buy
+457
New +$14.7K ﹤0.01% 339

Other funds holding AFRM

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Beaird Harris Wealth Management's AFRM Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Affirm (AFRM) position steady in Q2 2026 at 1 share worth $119. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Beaird Harris Wealth Management first reported a position in AFRM in Q2 2024 and has held it in 5 quarters since. The position peaked at $13.8K in Q2 2024. 73 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Beaird Harris Wealth Management held 1 share of Affirm worth $119 as of Q2 2026.
  • Beaird Harris Wealth Management left its Affirm share count unchanged in Q2 2026.
  • Affirm made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #679 holding.
  • Beaird Harris Wealth Management first reported a position in Affirm in Q2 2024 and has held it in 5 quarters since.
  • Beaird Harris Wealth Management's Affirm position peaked at $13.8K in Q2 2024.
  • 73 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.