Frank Rimerman Advisors
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Frank Rimerman Advisors’s Affirm AFRM Stock Holding History

Frank Rimerman 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
Q3 		$259K Sell
3,739
-60
-2% -$4.51K 0.01% 543
2026
Q2 		$310K Buy
+3,799
New +$248K 0.02% 514
2026
Q1 		– Sell
-3,614
Closed -$269K – 591
2025
Q4 		$269K Sell
3,614
-14
-0.4% -$1.01K 0.02% 531
2025
Q3 		$265K Sell
3,628
-110
-3% -$8.37K 0.02% 513
2025
Q2 		$258K Buy
+3,738
New +$194K 0.02% 492
2025
Q1 		– Sell
-3,691
Closed -$225K – 514
2024
Q4 		$225K Buy
+3,691
New +$205K 0.02% 476

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
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Frank Rimerman Advisors's AFRM Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Affirm (AFRM) stake by 1.6% in Q3 2026, selling an estimated $4.51K and leaving 3,739 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #543.

Frank Rimerman Advisors first reported a position in AFRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $310K in Q2 2026. 132 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Frank Rimerman Advisors held 3,739 shares of Affirm worth $259K as of Q3 2026.
  • Frank Rimerman Advisors sold 60 Affirm shares in Q3 2026, an estimated $4.51K.
  • Affirm made up 0.01% of Frank Rimerman Advisors's portfolio in Q3 2026, its #543 holding.
  • Frank Rimerman Advisors first reported a position in Affirm in Q4 2024 and has held it in 6 quarters since.
  • Frank Rimerman Advisors's Affirm position peaked at $310K in Q2 2026.
  • 132 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.