City State Bank’s Affirm AFRM Stock Holding History

City State Bank’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	$4.49K	Hold	55	–	–	﹤0.01%	658
2026 Q1	$2.52K	Hold	55	–	–	﹤0.01%	671
2025 Q4	$4.09K	Hold	55	–	–	﹤0.01%	627
2025 Q3	$4.02K	Hold	55	–	–	﹤0.01%	613
2025 Q2	$3.8K	Hold	55	–	–	﹤0.01%	619
2025 Q1	$2.48K	Hold	55	–	–	﹤0.01%	652
2024 Q4	$3.35K	Hold	55	–	–	﹤0.01%	617
2024 Q3	$2.25K	Hold	55	–	–	﹤0.01%	641
2024 Q2	$1.66K	Hold	55	–	–	﹤0.01%	640
2024 Q1	$2K	Hold	55	–	–	﹤0.01%	632
2023 Q4	$3K	Hold	55	–	–	﹤0.01%	586
2023 Q3	$1K	Hold	55	–	–	﹤0.01%	646
2023 Q2	$1K	Hold	55	–	–	﹤0.01%	659
2023 Q1	$1K	Sell	55 -100	-65%	-$1.26K	﹤0.01%	643
2022 Q4	$1K	Hold	155	–	–	﹤0.01%	620
2022 Q3	$3K	Hold	155	–	–	﹤0.01%	565
2022 Q2	$3K	Hold	155	–	–	﹤0.01%	565
2022 Q1	$7K	Buy	155 +65	+72%	+$3.4K	﹤0.01%	507
2021 Q4	$9K	Buy	+90	New	+$11.9K	0.01%	482

Other funds holding AFRM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return