Holos Integrated Wealth
AFRM icon

Holos Integrated Wealth’s Affirm AFRM Stock Holding History

Holos Integrated Wealth’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 		$18.9K Hold
259
– – 0.01% 227
2026
Q2 		$21.7K Hold
259
– – 0.01% 204
2026
Q1 		$12.3K Hold
259
– – 0.01% 245
2025
Q4 		$19.2K Hold
259
– – 0.01% 163
2025
Q3 		$18.4K Hold
259
– – 0.01% 162
2025
Q2 		$18.7K Hold
259
– – 0.01% 156
2025
Q1 		$11.7K Hold
259
– – 0.01% 185
2024
Q4 		$15.8K Buy
+259
New +$14.4K 0.01% 166

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

Holos Integrated Wealth's AFRM Position: Q3 2026 in Review

Holos Integrated Wealth held its Affirm (AFRM) position steady in Q3 2026 at 259 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #227.

Holos Integrated Wealth first reported a position in AFRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $21.7K in Q2 2026. 132 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Holos Integrated Wealth held 259 shares of Affirm worth $18.9K as of Q3 2026.
  • Holos Integrated Wealth left its Affirm share count unchanged in Q3 2026.
  • Affirm made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #227 holding.
  • Holos Integrated Wealth first reported a position in Affirm in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Affirm position peaked at $21.7K in Q2 2026.
  • 132 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.