Diversified Trust’s Affirm AFRM Stock Holding History

Diversified Trust’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	$338K	Sell	4,145 -235	-5%	-$15.4K	0.01%	874
2026 Q1	$201K	Sell	4,380 -321	-7%	-$18.5K	﹤0.01%	978
2025 Q4	$350K	Buy	4,701 +46	+1%	+$3.31K	0.01%	784
2025 Q3	$340K	Buy	4,655 +99	+2%	+$7.53K	0.01%	769
2025 Q2	$315K	Sell	4,556 -2,274	-33%	-$118K	0.01%	737
2025 Q1	$309K	Buy	6,830 +3,141	+85%	+$186K	0.01%	721
2024 Q4	$225K	Buy	+3,689	New	+$205K	0.01%	824
2024 Q1	–	Sell	-4,643	Closed	-$228K	–	834
2023 Q4	$228K	Buy	+4,643	New	+$134K	0.01%	746

Other funds holding AFRM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Diversified Trust's AFRM Position: Q2 2026 in Review

Diversified Trust reduced its Affirm (AFRM) stake by 5.4% in Q2 2026, selling an estimated $15.4K and leaving 4,145 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #874.

Diversified Trust first reported a position in AFRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $350K in Q4 2025. 79 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Diversified Trust held 4,145 shares of Affirm worth $338K as of Q2 2026.
Diversified Trust sold 235 Affirm shares in Q2 2026, an estimated $15.4K.
Affirm made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #874 holding.
Diversified Trust first reported a position in Affirm in Q4 2023 and has held it in 8 quarters since.
Diversified Trust's Affirm position peaked at $350K in Q4 2025.
79 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.