IMA Advisory Services’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.91K Buy
48
+17
+55% +$1.11K ﹤0.01% 972
2026
Q1
$1.42K Sell
31
-3
-9% -$173 ﹤0.01% 722
2025
Q4
$2.53K Buy
+34
New +$2.45K ﹤0.01% 606

Other funds holding AFRM

IMA Advisory Services's AFRM Position: Q2 2026 in Review

IMA Advisory Services increased its Affirm (AFRM) stake by 55% in Q2 2026, buying an estimated $1.11K and bringing the position to 48 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

IMA Advisory Services first reported a position in AFRM in Q4 2025 and has held it in 3 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • IMA Advisory Services held 48 shares of Affirm worth $3.91K as of Q2 2026.
  • IMA Advisory Services bought 17 Affirm shares in Q2 2026, an estimated $1.11K.
  • Affirm made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #972 holding.
  • IMA Advisory Services first reported a position in Affirm in Q4 2025 and has held it in 3 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.