Diversify Wealth Management
AFRM icon

Diversify Wealth Management’s Affirm AFRM Stock Holding History

Diversify Wealth Management’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 		$23.4M Sell
307,734
-48,120
-14% -$3.62M 0.35% 47
2026
Q2 		$26M Buy
355,854
+32,893
+10% +$2.15M 0.43% 41
2026
Q1 		$20.5M Buy
+322,961
New +$18.7M 0.37% 53

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
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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Diversify Wealth Management's AFRM Position: Q3 2026 in Review

Diversify Wealth Management reduced its Affirm (AFRM) stake by 14% in Q3 2026, selling an estimated $3.62M and leaving 307,734 shares worth $23.4M. The position accounts for 0.35% of the portfolio, ranked #47.

Diversify Wealth Management first reported a position in AFRM in Q1 2026 and has held it in 3 quarters since. The position peaked at $26M in Q2 2026. 132 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Diversify Wealth Management held 307,734 shares of Affirm worth $23.4M as of Q3 2026.
  • Diversify Wealth Management sold 48,120 Affirm shares in Q3 2026, an estimated $3.62M.
  • Affirm made up 0.35% of Diversify Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Diversify Wealth Management first reported a position in Affirm in Q1 2026 and has held it in 3 quarters since.
  • Diversify Wealth Management's Affirm position peaked at $26M in Q2 2026.
  • 132 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.