EP
AFRM icon

Essential Partners’s Affirm AFRM Stock Holding History

Essential 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 		$1.32K Hold
19
– – ﹤0.01% 2085
2026
Q2 		$1.55K Buy
19
+8
+73% +$523 ﹤0.01% 2072
2026
Q1 		$504 Sell
11
-2
-15% -$116 ﹤0.01% 2435
2025
Q4 		$968 Sell
13
-33
-72% -$2.38K ﹤0.01% 2041
2025
Q3 		$3.36K Buy
46
+27
+142% +$2.06K ﹤0.01% 1586
2025
Q2 		$1.31K Buy
+19
New +$985 ﹤0.01% 1438

Other funds holding AFRM

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
CPW
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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $520M AUM 15.87% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Essential Partners's AFRM Position: Q3 2026 in Review

Essential Partners held its Affirm (AFRM) position steady in Q3 2026 at 19 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2085.

Essential Partners first reported a position in AFRM in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.36K in Q3 2025. 68 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Essential Partners held 19 shares of Affirm worth $1.32K as of Q3 2026.
  • Essential Partners left its Affirm share count unchanged in Q3 2026.
  • Affirm made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2085 holding.
  • Essential Partners first reported a position in Affirm in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Affirm position peaked at $3.36K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.