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F&V Capital Management’s Affirm AFRM Stock Holding History

F&V 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 		– Sell
-3,426
Closed -$279K – 61
2026
Q2 		$279K Buy
+3,426
New +$224K 0.05% 57
2026
Q1 		– Sell
-12,476
Closed -$929K – 60
2025
Q4 		$929K Buy
12,476
+511
+4% +$36.8K 0.2% 39
2025
Q3 		$874K Buy
11,965
+130
+1% +$9.9K 0.2% 35
2025
Q2 		$818K Buy
+11,835
New +$614K 0.21% 35

Other funds holding AFRM

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
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

F&V Capital Management's AFRM Position: Q3 2026 in Review

F&V Capital Management sold out of Affirm (AFRM) in Q3 2026, closing a stake of 3,426 shares — an estimated $279K sold.

F&V Capital Management first reported a position in AFRM in Q2 2025 and held it in 4 quarters. The position peaked at $929K in Q4 2025. 108 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • F&V Capital Management reported no remaining Affirm position as of Q3 2026 after selling out during the quarter.
  • F&V Capital Management sold 3,426 Affirm shares in Q3 2026, an estimated $279K.
  • F&V Capital Management first reported a position in Affirm in Q2 2025 and held it in 4 quarters.
  • F&V Capital Management's Affirm position peaked at $929K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on F&V Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.