Mount Vernon Associates
AFRM icon

Mount Vernon Associates’s Affirm AFRM Stock Holding History

Mount Vernon Associates’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 		$3.59M Buy
51,825
+9,250
+22% +$695K 2.39% 12
2026
Q2 		$3.47M Sell
42,575
-900
-2% -$58.8K 2.26% 13
2026
Q1 		$1.99M Buy
43,475
+550
+1% +$31.8K 1.41% 23
2025
Q4 		$3.2M Buy
42,925
+200
+0.5% +$14.4K 2.15% 14
2025
Q3 		$3.12M Sell
42,725
-800
-2% -$60.9K 2.18% 14
2025
Q2 		$3.01M Buy
43,525
+29,975
+221% +$1.55M 2.17% 13
2025
Q1 		$612K Buy
13,550
+1,950
+17% +$116K 0.5% 36
2024
Q4 		$706K Buy
11,600
+3,600
+45% +$200K 0.55% 36
2024
Q3 		$327K Buy
+8,000
New +$265K 0.26% 46

Other funds holding AFRM

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Catalyst Private Wealth
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Mount Vernon Associates's AFRM Position: Q3 2026 in Review

Mount Vernon Associates increased its Affirm (AFRM) stake by 22% in Q3 2026, buying an estimated $695K and bringing the position to 51,825 shares worth $3.59M. The position accounts for 2.39% of the portfolio, ranked #12.

Mount Vernon Associates first reported a position in AFRM in Q3 2024 and has held it in 9 quarters since. 193 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Mount Vernon Associates held 51,825 shares of Affirm worth $3.59M as of Q3 2026.
  • Mount Vernon Associates bought 9,250 Affirm shares in Q3 2026, an estimated $695K.
  • Affirm made up 2.39% of Mount Vernon Associates's portfolio in Q3 2026, its #12 holding.
  • Mount Vernon Associates first reported a position in Affirm in Q3 2024 and has held it in 9 quarters since.
  • 193 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Mount Vernon Associates's 13F filing for Q3 2026, filed 26 Oct 2026.