LF
AFRM icon

LifeSteps Financial’s Affirm AFRM Stock Holding History

LifeSteps Financial’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 		$4.16K Buy
+51
New +$3.33K ﹤0.01% 565

Other funds holding AFRM

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
RAM
RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

LifeSteps Financial's AFRM Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Affirm (AFRM) in Q2 2026: 51 shares worth $4.16K. The stake represents ﹤0.01% of the portfolio and ranks #565 among its holdings.

206 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • LifeSteps Financial held 51 shares of Affirm worth $4.16K as of Q2 2026.
  • Affirm was a new LifeSteps Financial position in Q2 2026.
  • Affirm made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #565 holding.
  • 206 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.