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 Q3	$5.26K	Buy	76 +63	+485%	+$4.73K	﹤0.01%	2252
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

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

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

CoreCap Advisors's AFRM Position: Q3 2026 in Review

CoreCap Advisors increased its Affirm (AFRM) stake by 485% in Q3 2026, buying an estimated $4.73K and bringing the position to 76 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

CoreCap Advisors first reported a position in AFRM in Q4 2021 and has held it in 12 quarters since. The position peaked at $72.5K in Q4 2024. 120 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

CoreCap Advisors held 76 shares of Affirm worth $5.26K as of Q3 2026.
CoreCap Advisors bought 63 Affirm shares in Q3 2026, an estimated $4.73K.
Affirm made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2252 holding.
CoreCap Advisors first reported a position in Affirm in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's Affirm position peaked at $72.5K in Q4 2024.
120 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.