CX Institutional
AFRM icon

CX Institutional’s Affirm AFRM Stock Holding History

CX Institutional’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 		$17K Sell
252
-793
-76% -$59.6K ﹤0.01% 1260
2026
Q2 		$85K Buy
1,045
+1,008
+2,724% +$65.9K ﹤0.01% 894
2026
Q1 		$2K Buy
+37
New +$2.14K ﹤0.01% 1430

Other funds holding AFRM

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Catalyst Private Wealth
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

CX Institutional's AFRM Position: Q3 2026 in Review

CX Institutional reduced its Affirm (AFRM) stake by 76% in Q3 2026, selling an estimated $59.6K and leaving 252 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

CX Institutional first reported a position in AFRM in Q1 2026 and has held it in 3 quarters since. The position peaked at $85K in Q2 2026. 132 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • CX Institutional held 252 shares of Affirm worth $17K as of Q3 2026.
  • CX Institutional sold 793 Affirm shares in Q3 2026, an estimated $59.6K.
  • Affirm made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1260 holding.
  • CX Institutional first reported a position in Affirm in Q1 2026 and has held it in 3 quarters since.
  • CX Institutional's Affirm position peaked at $85K in Q2 2026.
  • 132 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.