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Congress Asset Management’s Affirm AFRM Stock Holding History

Congress Asset 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 		$30.4M Buy
439,115
+12,645
+3% +$950K 0.2% 126
2026
Q2 		$34.8M Buy
426,470
+417,470
+4,639% +$27.3M 0.21% 124
2026
Q1 		$412K Buy
+9,000
New +$520K ﹤0.01% 389

Other funds holding AFRM

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
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Congress Asset Management's AFRM Position: Q3 2026 in Review

Congress Asset Management increased its Affirm (AFRM) stake by 3% in Q3 2026, buying an estimated $950K and bringing the position to 439,115 shares worth $30.4M. The position accounts for 0.2% of the portfolio, ranked #126.

Congress Asset Management first reported a position in AFRM in Q1 2026 and has held it in 3 quarters since. The position peaked at $34.8M in Q2 2026. 17 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Congress Asset Management held 439,115 shares of Affirm worth $30.4M as of Q3 2026.
  • Congress Asset Management bought 12,645 Affirm shares in Q3 2026, an estimated $950K.
  • Affirm made up 0.2% of Congress Asset Management's portfolio in Q3 2026, its #126 holding.
  • Congress Asset Management first reported a position in Affirm in Q1 2026 and has held it in 3 quarters since.
  • Congress Asset Management's Affirm position peaked at $34.8M in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.