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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
Q3 		$9.48K Hold
137
– – ﹤0.01% 905
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's AFRM Position: Q3 2026 in Review

Elevation Wealth Partners held its Affirm (AFRM) position steady in Q3 2026 at 137 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Elevation Wealth Partners first reported a position in AFRM in Q1 2024 and has held it in 8 quarters since. The position peaked at $11.2K in Q2 2026. 17 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Elevation Wealth Partners held 137 shares of Affirm worth $9.48K as of Q3 2026.
  • Elevation Wealth Partners left its Affirm share count unchanged in Q3 2026.
  • Affirm made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #905 holding.
  • Elevation Wealth Partners first reported a position in Affirm in Q1 2024 and has held it in 8 quarters since.
  • Elevation Wealth Partners's Affirm position peaked at $11.2K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.