DecisionPoint Financial
AFRM icon

DecisionPoint Financial’s Affirm AFRM Stock Holding History

DecisionPoint Financial’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 		$775 Buy
11
+2
+22% +$150 ﹤0.01% 611
2026
Q2 		$755 Buy
9
+5
+125% +$327 ﹤0.01% 513
2026
Q1 		$184 Hold
4
– – ﹤0.01% 630
2025
Q4 		$298 Hold
4
– – ﹤0.01% 629
2025
Q3 		$298 Hold
4
– – ﹤0.01% 571
2025
Q2 		$269 Buy
+4
New +$207 ﹤0.01% 571

Other funds holding AFRM

Daiwa Securities Group
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Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

DecisionPoint Financial's AFRM Position: Q3 2026 in Review

DecisionPoint Financial increased its Affirm (AFRM) stake by 22% in Q3 2026, buying an estimated $150 and bringing the position to 11 shares worth $775. The position accounts for ﹤0.01% of the portfolio, ranked #611.

DecisionPoint Financial first reported a position in AFRM in Q2 2025 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • DecisionPoint Financial held 11 shares of Affirm worth $775 as of Q3 2026.
  • DecisionPoint Financial bought 2 Affirm shares in Q3 2026, an estimated $150.
  • Affirm made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #611 holding.
  • DecisionPoint Financial first reported a position in Affirm in Q2 2025 and has held it in 6 quarters since.
  • 193 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.