LRI Investments’s Affirm AFRM Stock Holding History

LRI Investments’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	$1.96K	Buy	24 +12	+100%	+$784	﹤0.01%	1277
2026 Q1	$550	Sell	12 -103	-90%	-$5.95K	﹤0.01%	1361
2025 Q4	$8.56K	Hold	115	–	–	﹤0.01%	915
2025 Q3	$8.4K	Hold	115	–	–	﹤0.01%	912
2025 Q2	$7.95K	Buy	+115	New	+$5.96K	﹤0.01%	900

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

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

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

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