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Mason & Associates (California)’s Affirm AFRM Stock Holding History

Mason & Associates (California)’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 		$662K Sell
8,117
-1,652
-17% -$108K 0.11% 102
2026
Q1 		$420K Sell
9,769
-2,348
-19% -$136K 0.08% 118
2025
Q4 		$902K Hold
12,117
– – 0.17% 67
2025
Q3 		$886K Buy
+12,117
New +$922K 0.18% 55

Other funds holding AFRM

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Mason & Associates (California)'s AFRM Position: Q2 2026 in Review

Mason & Associates (California) reduced its Affirm (AFRM) stake by 17% in Q2 2026, selling an estimated $108K and leaving 8,117 shares worth $662K. The position accounts for 0.11% of the portfolio, ranked #102.

Mason & Associates (California) first reported a position in AFRM in Q3 2025 and has held it in 4 quarters since. The position peaked at $902K in Q4 2025. 219 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Mason & Associates (California) held 8,117 shares of Affirm worth $662K as of Q2 2026.
  • Mason & Associates (California) sold 1,652 Affirm shares in Q2 2026, an estimated $108K.
  • Affirm made up 0.11% of Mason & Associates (California)'s portfolio in Q2 2026, its #102 holding.
  • Mason & Associates (California) first reported a position in Affirm in Q3 2025 and has held it in 4 quarters since.
  • Mason & Associates (California)'s Affirm position peaked at $902K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.