Catalyst Private Wealth
AFRM icon

Catalyst Private Wealth’s Affirm AFRM Stock Holding History

Catalyst Private Wealth’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 		$8.67M Buy
125,236
+12
+0% +$902 3.62% 6
2026
Q2 		$10.2M Buy
125,224
+327
+0.3% +$21.4K 4.93% 4
2026
Q1 		$5.72M Sell
124,897
-1,314
-1% -$75.9K 3.1% 7
2025
Q4 		$9.39M Sell
126,211
-2,534
-2% -$182K 4.1% 5
2025
Q3 		$9.41M Sell
128,745
-7,331
-5% -$558K 4.13% 5
2025
Q2 		$9.41M Sell
136,076
-1,775
-1% -$92K 4.19% 5
2025
Q1 		$6.23M Sell
137,851
-16,427
-11% -$973K 3.03% 6
2024
Q4 		$9.4M Sell
154,278
-14,757
-9% -$820K 4.18% 4
2024
Q3 		$6.9M Buy
169,035
+6,794
+4% +$225K 3.38% 5
2024
Q2 		$4.9M Sell
162,241
-2,237
-1% -$71.7K 2.59% 7
2024
Q1 		$6.13M Sell
164,478
-10,870
-6% -$434K 3.21% 5
2023
Q4 		$8.62M Sell
175,348
-29,132
-14% -$842K 4.05% 6
2023
Q3 		$4.35M Buy
204,480
+207
+0.1% +$3.78K 2.57% 6
2023
Q2 		$3.13M Buy
204,273
+2,510
+1% +$33.3K 1.96% 15
2023
Q1 		$2.27M Buy
201,763
+3,299
+2% +$41.6K 1.57% 17
2022
Q4 		$1.92M Buy
198,464
+14
+0% +$211 1.56% 19
2022
Q3 		$3.72M Sell
198,450
-995
-0.5% -$26K 2.81% 5
2022
Q2 		$3.6M Sell
199,445
-4,133
-2% -$112K 2.55% 6
2022
Q1 		$9.42M Buy
203,578
+29,898
+17% +$1.56M 4.71% 4
2021
Q4 		$17.5M Sell
173,680
-12,424
-7% -$1.64M 7.52% 3
2021
Q3 		$22.2M Sell
186,104
-8,711
-4% -$696K 9.5% 3
2021
Q2 		$13.1M Buy
+194,815
New +$12.4M 7.26% 3

Other funds holding AFRM

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Omega Financial Group
Omega Financial Group Santa Barbara, California $323M AUM 8.37% 1-Year Est. Return

Catalyst Private Wealth's AFRM Position: Q3 2026 in Review

Catalyst Private Wealth increased its Affirm (AFRM) stake by 0.01% in Q3 2026, buying an estimated $902 and bringing the position to 125,236 shares worth $8.67M. The position accounts for 3.62% of the portfolio, ranked #6.

Catalyst Private Wealth first reported a position in AFRM in Q2 2021 and has held it in 22 quarters since. The position peaked at $22.2M in Q3 2021. 205 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Catalyst Private Wealth held 125,236 shares of Affirm worth $8.67M as of Q3 2026.
  • Catalyst Private Wealth bought 12 Affirm shares in Q3 2026, an estimated $902.
  • Affirm made up 3.62% of Catalyst Private Wealth's portfolio in Q3 2026, its #6 holding.
  • Catalyst Private Wealth first reported a position in Affirm in Q2 2021 and has held it in 22 quarters since.
  • Catalyst Private Wealth's Affirm position peaked at $22.2M in Q3 2021.
  • 205 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.