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 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	$3.19M	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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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 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

CPW

Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return

Mount Vernon Associates's AFRM Position: Q2 2026 in Review

Mount Vernon Associates reduced its Affirm (AFRM) stake by 2.1% in Q2 2026, selling an estimated $58.8K and leaving 42,575 shares worth $3.47M. The position accounts for 2.26% of the portfolio, ranked #13.

Mount Vernon Associates first reported a position in AFRM in Q3 2024 and has held it in 8 quarters since. 206 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Mount Vernon Associates held 42,575 shares of Affirm worth $3.47M as of Q2 2026.
Mount Vernon Associates sold 900 Affirm shares in Q2 2026, an estimated $58.8K.
Affirm made up 2.26% of Mount Vernon Associates's portfolio in Q2 2026, its #13 holding.
Mount Vernon Associates first reported a position in Affirm in Q3 2024 and has held it in 8 quarters since.
206 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.