Encompass More Asset Management
AFRM icon

Encompass More Asset Management’s Affirm AFRM Stock Holding History

Encompass More Asset 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 		$631K Buy
9,119
+604
+7% +$45.4K 0.09% 133
2026
Q2 		$694K Buy
+8,515
New +$557K 0.1% 119
2025
Q3 		– Sell
-16,294
Closed -$1.13M – 240
2025
Q2 		$1.13M Buy
+16,294
New +$845K 0.26% 79
2025
Q1 		– Sell
-7,965
Closed -$485K – 193
2024
Q4 		$485K Buy
7,965
+1,668
+26% +$92.7K 0.16% 115
2024
Q3 		$257K Buy
+6,297
New +$209K 0.1% 155

Other funds holding AFRM

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Encompass More Asset Management's AFRM Position: Q3 2026 in Review

Encompass More Asset Management increased its Affirm (AFRM) stake by 7.1% in Q3 2026, buying an estimated $45.4K and bringing the position to 9,119 shares worth $631K. The position accounts for 0.09% of the portfolio, ranked #133.

Encompass More Asset Management first reported a position in AFRM in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.13M in Q2 2025. 402 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Encompass More Asset Management held 9,119 shares of Affirm worth $631K as of Q3 2026.
  • Encompass More Asset Management bought 604 Affirm shares in Q3 2026, an estimated $45.4K.
  • Affirm made up 0.09% of Encompass More Asset Management's portfolio in Q3 2026, its #133 holding.
  • Encompass More Asset Management first reported a position in Affirm in Q3 2024 and has held it in 5 quarters since.
  • Encompass More Asset Management's Affirm position peaked at $1.13M in Q2 2025.
  • 402 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Encompass More Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.