DiNuzzo Private Wealth
AFRM icon

DiNuzzo Private Wealth’s Affirm AFRM Stock Holding History

DiNuzzo Private Wealth’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 		$2.22K Hold
32
– – ﹤0.01% 626
2026
Q2 		$2.61K Buy
32
+8
+33% +$523 ﹤0.01% 588
2026
Q1 		$1.1K Sell
24
-5
-17% -$289 ﹤0.01% 847
2025
Q4 		$2.16K Buy
29
+3
+12% +$216 ﹤0.01% 616
2025
Q3 		$2.3K Buy
26
+4
+18% +$304 ﹤0.01% 590
2025
Q2 		$1.52K Buy
22
+8
+57% +$415 ﹤0.01% 706
2025
Q1 		$633 Sell
14
-11
-44% -$652 ﹤0.01% 971
2024
Q4 		$1.52K Buy
25
+9
+56% +$500 ﹤0.01% 700
2024
Q3 		$654 Hold
16
– – ﹤0.01% 1011
2024
Q2 		$484 Buy
16
+2
+14% +$64 ﹤0.01% 1049
2024
Q1 		$522 Buy
14
+2
+17% +$80 ﹤0.01% 961
2023
Q4 		$590 Buy
+12
New +$347 ﹤0.01% 917

Other funds holding AFRM

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
CPW
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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

DiNuzzo Private Wealth's AFRM Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Affirm (AFRM) position steady in Q3 2026 at 32 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

DiNuzzo Private Wealth first reported a position in AFRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.61K in Q2 2026. 68 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • DiNuzzo Private Wealth held 32 shares of Affirm worth $2.22K as of Q3 2026.
  • DiNuzzo Private Wealth left its Affirm share count unchanged in Q3 2026.
  • Affirm made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #626 holding.
  • DiNuzzo Private Wealth first reported a position in Affirm in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Affirm position peaked at $2.61K in Q2 2026.
  • 68 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.