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CoreCap Advisors’s Affirm AFRM Stock Holding History

CoreCap Advisors’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 		$1.06K Hold
13
– – ﹤0.01% 2680
2026
Q1 		$596 Sell
13
-428
-97% -$24.7K ﹤0.01% 2626
2025
Q4 		$32.8K Buy
441
+358
+431% +$25.8K ﹤0.01% 1490
2025
Q3 		$6.07K Sell
83
-230
-73% -$17.5K ﹤0.01% 2123
2025
Q2 		$21.6K Buy
313
+284
+979% +$14.7K ﹤0.01% 1581
2025
Q1 		$1.31K Sell
29
-1,162
-98% -$68.8K ﹤0.01% 2465
2024
Q4 		$72.5K Buy
1,191
+1,181
+11,810% +$65.6K ﹤0.01% 1032
2024
Q3 		$408 Buy
+10
New +$332 ﹤0.01% 2390
2022
Q4 		$242 Buy
+25
New +$377 ﹤0.01% 2257
2022
Q3 		– Sell
-25
Closed – – 573
2022
Q2 		$0 Buy
+25
New +$680 ﹤0.01% 2114
2022
Q1 		– Sell
-47
Closed -$5K – 580
2021
Q4 		$5K Buy
+47
New +$6.21K ﹤0.01% 1731

Other funds holding AFRM

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return