Cassaday & Co Wealth Management
AFRM icon

Cassaday & Co Wealth Management’s Affirm AFRM Stock Holding History

Cassaday & Co 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
Q3 		– Sell
-10
Closed -$816 – 1268
2026
Q2 		$816 Hold
10
– – ﹤0.01% 1095
2026
Q1 		$459 Buy
+10
New +$578 ﹤0.01% 1200

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MN Services Vermogensbeheer
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Cassaday & Co Wealth Management's AFRM Position: Q3 2026 in Review

Cassaday & Co Wealth Management sold out of Affirm (AFRM) in Q3 2026, closing a stake of 10 shares — an estimated $816 sold.

Cassaday & Co Wealth Management first reported a position in AFRM in Q1 2026 and held it in 2 quarters. The position peaked at $816 in Q2 2026. 165 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Cassaday & Co Wealth Management reported no remaining Affirm position as of Q3 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 10 Affirm shares in Q3 2026, an estimated $816.
  • Cassaday & Co Wealth Management first reported a position in Affirm in Q1 2026 and held it in 2 quarters.
  • Cassaday & Co Wealth Management's Affirm position peaked at $816 in Q2 2026.
  • 165 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.