Mather Group’s Affirm AFRM Stock Holding History

Mather Group’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 Q3	$42.5K	Buy	613 +212	+53%	+$15.9K	﹤0.01%	1211
2026 Q2	$32.7K	Sell	401 -17	-4%	-$1.11K	﹤0.01%	1211
2026 Q1	$19.2K	Buy	+418	New	+$24.1K	﹤0.01%	1290
2025 Q4	–	Sell	-402	Closed	-$29.4K	–	662
2025 Q3	$29.4K	Buy	+402	New	+$30.6K	﹤0.01%	1029
2025 Q2	–	Sell	-402	Closed	-$18.2K	–	633
2025 Q1	$18.2K	Hold	402	–	–	﹤0.01%	1111
2024 Q4	$24.5K	Hold	402	–	–	﹤0.01%	1037
2024 Q3	$16.4K	Sell	402 -3,824	-90%	-$127K	﹤0.01%	1094
2024 Q2	$157K	Buy	4,226 +3,824	+951%	+$123K	﹤0.01%	680
2024 Q1	$19.8K	Buy	+402	New	+$16K	﹤0.01%	1065

Other funds holding AFRM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Mather Group's AFRM Position: Q3 2026 in Review

Mather Group increased its Affirm (AFRM) stake by 53% in Q3 2026, buying an estimated $15.9K and bringing the position to 613 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

Mather Group first reported a position in AFRM in Q1 2024 and has held it in 9 quarters since. The position peaked at $157K in Q2 2024. 117 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

Mather Group held 613 shares of Affirm worth $42.5K as of Q3 2026.
Mather Group bought 212 Affirm shares in Q3 2026, an estimated $15.9K.
Affirm made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1211 holding.
Mather Group first reported a position in Affirm in Q1 2024 and has held it in 9 quarters since.
Mather Group's Affirm position peaked at $157K in Q2 2024.
117 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.