MFG
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Merit Financial Group’s Affirm AFRM Stock Holding History

Merit Financial 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
Q2 		$384K Buy
+4,708
New +$308K ﹤0.01% 1665

Other funds holding AFRM

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Merit Financial Group's AFRM Position: Q2 2026 in Review

Merit Financial Group opened a new position in Affirm (AFRM) in Q2 2026: 4,708 shares worth $384K. The stake represents ﹤0.01% of the portfolio and ranks #1665 among its holdings.

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

  • Merit Financial Group held 4,708 shares of Affirm worth $384K as of Q2 2026.
  • Affirm was a new Merit Financial Group position in Q2 2026.
  • Affirm made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1665 holding.
  • 109 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

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