Fortune Financial Advisors’s Affirm AFRM Stock Holding History

Fortune Financial Advisors’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 Q2	$1.69M	Hold	20,700	–	–	0.72%	41
2026 Q1	$948K	Buy	+20,700	New	+$1.2M	0.48%	59

Other funds holding AFRM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

RAM

RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Fortune Financial Advisors's AFRM Position: Q2 2026 in Review

Fortune Financial Advisors held its Affirm (AFRM) position steady in Q2 2026 at 20,700 shares worth $1.69M. The position accounts for 0.72% of the portfolio, ranked #41.

Fortune Financial Advisors first reported a position in AFRM in Q1 2026 and has held it in 2 quarters since. 219 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Fortune Financial Advisors held 20,700 shares of Affirm worth $1.69M as of Q2 2026.
Fortune Financial Advisors left its Affirm share count unchanged in Q2 2026.
Affirm made up 0.72% of Fortune Financial Advisors's portfolio in Q2 2026, its #41 holding.
Fortune Financial Advisors first reported a position in Affirm in Q1 2026 and has held it in 2 quarters since.
219 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.