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Curated Wealth Partners’s Affirm AFRM Stock Holding History

Curated Wealth Partners’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 		$81.3K Buy
+70,000
New +$4.58M 0.01% 628

Other funds holding AFRM

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners's AFRM Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Affirm (AFRM) in Q2 2026: 70,000 shares worth $81.3K. The stake represents 0.01% of the portfolio and ranks #628 among its holdings.

177 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Curated Wealth Partners held 70,000 shares of Affirm worth $81.3K as of Q2 2026.
  • Affirm was a new Curated Wealth Partners position in Q2 2026.
  • Affirm made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #628 holding.
  • 177 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.