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

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Herbst Group's AFRM Position: Q2 2026 in Review

Herbst Group reduced its Affirm (AFRM) stake by 15% in Q2 2026, selling an estimated $239K and leaving 21,250 shares worth $1.73M. The position accounts for 0.94% of the portfolio, ranked #44.

Herbst Group first reported a position in AFRM in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Herbst Group held 21,250 shares of Affirm worth $1.73M as of Q2 2026.
Herbst Group sold 3,650 Affirm shares in Q2 2026, an estimated $239K.
Affirm made up 0.94% of Herbst Group's portfolio in Q2 2026, its #44 holding.
Herbst Group first reported a position in Affirm in Q1 2026 and has held it in 2 quarters since.
73 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.