Elyxium Wealth
AFRM icon

Elyxium Wealth’s Affirm AFRM Stock Holding History

Elyxium 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 		$77.7K Buy
+1,123
New +$84.4K 0.01% 496
2026
Q1 		– Sell
-123,827
Closed -$9.22M – 192
2025
Q4 		$9.22M Buy
123,827
+7,828
+7% +$563K 2.56% 6
2025
Q3 		$8.48M Buy
115,999
+11,019
+10% +$839K 2.96% 5
2025
Q2 		$7.26M Buy
104,980
+6,844
+7% +$355K 2.72% 6
2025
Q1 		$4.43M Buy
98,136
+7,655
+8% +$454K 1.96% 12
2024
Q4 		$5.51M Buy
90,481
+5,599
+7% +$311K 3.36% 8
2024
Q3 		$3.46M Buy
+84,882
New +$2.82M 1.91% 13

Other funds holding AFRM

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Elyxium Wealth's AFRM Position: Q3 2026 in Review

Elyxium Wealth opened a new position in Affirm (AFRM) in Q3 2026: 1,123 shares worth $77.7K. The stake represents 0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Elyxium Wealth previously reported a position in AFRM as recently as Q4 2025.

Elyxium Wealth first reported a position in AFRM in Q3 2024 and has held it in 7 quarters since. The position peaked at $9.22M in Q4 2025. 205 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Elyxium Wealth held 1,123 shares of Affirm worth $77.7K as of Q3 2026.
  • Affirm was a new Elyxium Wealth position in Q3 2026.
  • Affirm made up 0.01% of Elyxium Wealth's portfolio in Q3 2026, its #496 holding.
  • Elyxium Wealth first reported a position in Affirm in Q3 2024 and has held it in 7 quarters since.
  • Elyxium Wealth's Affirm position peaked at $9.22M in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Elyxium Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.