Evergreen Capital Management
AFRM icon

Evergreen Capital Management’s Affirm AFRM Stock Holding History

Evergreen Capital 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 		$449K Hold
6,487
– – 0.01% 919
2026
Q2 		$529K Buy
+6,487
New +$424K 0.01% 865
2026
Q1 		– Sell
-9,676
Closed -$720K – 1511
2025
Q4 		$720K Buy
9,676
+7,293
+306% +$525K 0.02% 565
2025
Q3 		$174K Buy
+2,383
New +$181K ﹤0.01% 1244
2022
Q1 		– Sell
-2,816
Closed -$283K – 660
2021
Q4 		$283K Buy
2,816
+836
+42% +$110K 0.01% 497
2021
Q3 		$236K Buy
+1,980
New +$158K 0.01% 496

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Sumitomo Mitsui Trust Group
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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

Evergreen Capital Management's AFRM Position: Q3 2026 in Review

Evergreen Capital Management held its Affirm (AFRM) position steady in Q3 2026 at 6,487 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #919.

Evergreen Capital Management first reported a position in AFRM in Q3 2021 and has held it in 6 quarters since. The position peaked at $720K in Q4 2025. 205 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Evergreen Capital Management held 6,487 shares of Affirm worth $449K as of Q3 2026.
  • Evergreen Capital Management left its Affirm share count unchanged in Q3 2026.
  • Affirm made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #919 holding.
  • Evergreen Capital Management first reported a position in Affirm in Q3 2021 and has held it in 6 quarters since.
  • Evergreen Capital Management's Affirm position peaked at $720K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.