Central Pacific Bank - Trust Division’s Affirm AFRM Stock Holding History

Central Pacific Bank - Trust Division’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	$501K	Sell	7,241 -590	-8%	-$44.3K	0.05%	299
2026 Q2	$639K	Hold	7,831	–	–	0.06%	280
2026 Q1	$359K	Sell	7,831 -443	-5%	-$25.6K	0.05%	342
2025 Q4	$616K	Sell	8,274 -340	-4%	-$24.5K	0.08%	263
2025 Q3	$630K	Buy	+8,614	New	+$656K	0.08%	252
2025 Q2	–	Sell	-11,611	Closed	-$525K	–	840
2025 Q1	$525K	Buy	+11,611	New	+$688K	0.07%	248

Other funds holding AFRM

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VEM

Vann Equity Management Plano, Texas $168M AUM

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Central Pacific Bank - Trust Division's AFRM Position: Q3 2026 in Review

Central Pacific Bank - Trust Division reduced its Affirm (AFRM) stake by 7.5% in Q3 2026, selling an estimated $44.3K and leaving 7,241 shares worth $501K. The position accounts for 0.05% of the portfolio, ranked #299.

Central Pacific Bank - Trust Division first reported a position in AFRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $639K in Q2 2026. 17 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

Central Pacific Bank - Trust Division held 7,241 shares of Affirm worth $501K as of Q3 2026.
Central Pacific Bank - Trust Division sold 590 Affirm shares in Q3 2026, an estimated $44.3K.
Affirm made up 0.05% of Central Pacific Bank - Trust Division's portfolio in Q3 2026, its #299 holding.
Central Pacific Bank - Trust Division first reported a position in Affirm in Q1 2025 and has held it in 6 quarters since.
Central Pacific Bank - Trust Division's Affirm position peaked at $639K in Q2 2026.
17 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.