Kestra Advisory Services’s Affirm AFRM Stock Holding History

Kestra Advisory Services’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	$406K	Buy	4,975 +219	+5%	+$14.3K	﹤0.01%	2504
2026 Q1	$218K	Buy	4,756 +1,315	+38%	+$76K	﹤0.01%	2887
2025 Q4	$256K	Buy	3,441 +173	+5%	+$12.5K	﹤0.01%	2671
2025 Q3	$239K	Sell	3,268 -1,060	-24%	-$80.7K	﹤0.01%	2614
2025 Q2	$299K	Buy	+4,328	New	+$224K	﹤0.01%	2356
2023 Q2	–	Sell	-11,447	Closed	-$129K	–	2103
2023 Q1	$129K	Buy	11,447 +1,026	+10%	+$12.9K	﹤0.01%	1923
2022 Q4	$101K	Buy	+10,421	New	+$157K	﹤0.01%	2138
2022 Q2	–	Sell	-4,492	Closed	-$208K	–	2133
2022 Q1	$208K	Buy	4,492 +912	+25%	+$47.7K	﹤0.01%	1826
2021 Q4	$360K	Buy	3,580 +778	+28%	+$103K	﹤0.01%	1502
2021 Q3	$334K	Buy	+2,802	New	+$224K	﹤0.01%	1596

Other funds holding AFRM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

CAM

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

RAM

RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return

SEIA

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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

CPW

Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

OFG

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

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

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

Kestra Advisory Services increased its Affirm (AFRM) stake by 4.6% in Q2 2026, buying an estimated $14.3K and bringing the position to 4,975 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

Kestra Advisory Services first reported a position in AFRM in Q3 2021 and has held it in 10 quarters since. 177 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Kestra Advisory Services held 4,975 shares of Affirm worth $406K as of Q2 2026.
Kestra Advisory Services bought 219 Affirm shares in Q2 2026, an estimated $14.3K.
Affirm made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2504 holding.
Kestra Advisory Services first reported a position in Affirm in Q3 2021 and has held it in 10 quarters since.
177 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.