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Herbst Group’s Affirm AFRM Stock Holding History

Herbst Group’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 		$1.52M Buy
21,950
+700
+3% +$52.6K 0.87% 41
2026
Q2 		$1.73M Sell
21,250
-3,650
-15% -$239K 0.94% 44
2026
Q1 		$1.14M Buy
+24,900
New +$1.44M 0.7% 46

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
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 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

Herbst Group's AFRM Position: Q3 2026 in Review

Herbst Group increased its Affirm (AFRM) stake by 3.3% in Q3 2026, buying an estimated $52.6K and bringing the position to 21,950 shares worth $1.52M. The position accounts for 0.87% of the portfolio, ranked #41.

Herbst Group first reported a position in AFRM in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.73M in Q2 2026. 81 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Herbst Group held 21,950 shares of Affirm worth $1.52M as of Q3 2026.
  • Herbst Group bought 700 Affirm shares in Q3 2026, an estimated $52.6K.
  • Affirm made up 0.87% of Herbst Group's portfolio in Q3 2026, its #41 holding.
  • Herbst Group first reported a position in Affirm in Q1 2026 and has held it in 3 quarters since.
  • Herbst Group's Affirm position peaked at $1.73M in Q2 2026.
  • 81 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Herbst Group's 13F filing for Q3 2026, filed 20 Oct 2026.