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Elevation Wealth Partners’s Affirm AFRM Stock Holding History

Elevation Wealth Partners’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 		$11.2K Buy
137
+63
+85% +$4.12K ﹤0.01% 781
2026
Q1 		$3.39K Buy
74
+50
+208% +$2.89K ﹤0.01% 806
2025
Q4 		$1.79K Buy
+24
New +$1.73K ﹤0.01% 806
2025
Q1 		– Sell
-5
Closed -$305 – 497
2024
Q4 		$305 Hold
5
– – ﹤0.01% 462
2024
Q3 		$205 Hold
5
– – ﹤0.01% 451
2024
Q2 		$152 Hold
5
– – ﹤0.01% 482
2024
Q1 		$187 Buy
+5
New +$200 ﹤0.01% 449

Other funds holding AFRM

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
RAM
RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Elevation Wealth Partners's AFRM Position: Q2 2026 in Review

Elevation Wealth Partners increased its Affirm (AFRM) stake by 85% in Q2 2026, buying an estimated $4.12K and bringing the position to 137 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Elevation Wealth Partners first reported a position in AFRM in Q1 2024 and has held it in 7 quarters since. 198 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Elevation Wealth Partners held 137 shares of Affirm worth $11.2K as of Q2 2026.
  • Elevation Wealth Partners bought 63 Affirm shares in Q2 2026, an estimated $4.12K.
  • Affirm made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #781 holding.
  • Elevation Wealth Partners first reported a position in Affirm in Q1 2024 and has held it in 7 quarters since.
  • 198 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.