MYeCFO’s Affirm AFRM Stock Holding History

MYeCFO’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	$912K	Sell	13,175 -746	-5%	-$56.1K	0.34%	37
2026 Q2	$1.14M	Hold	13,921	–	–	0.43%	32
2026 Q1	$638K	Buy	13,921 +647	+5%	+$37.4K	0.27%	41
2025 Q4	$988K	Buy	13,274 +729	+6%	+$52.5K	0.42%	32
2025 Q3	$917K	Buy	12,545 +246	+2%	+$18.7K	0.42%	32
2025 Q2	$850K	Buy	12,299 +35	+0.3%	+$1.82K	0.42%	33
2025 Q1	$554K	Buy	12,264 +259	+2%	+$15.3K	0.29%	40
2024 Q4	$731K	Sell	12,005 -255	-2%	-$14.2K	0.39%	34
2024 Q3	$500K	Buy	12,260 +589	+5%	+$19.5K	0.27%	40
2024 Q2	$353K	Buy	11,671 +676	+6%	+$21.7K	0.2%	45
2024 Q1	$410K	Buy	10,995 +2,144	+24%	+$85.6K	0.24%	43
2023 Q4	$435K	Sell	8,851 -975	-10%	-$28.2K	0.27%	36
2023 Q3	$209K	Buy	+9,826	New	+$180K	0.14%	46

Other funds holding AFRM

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

MYeCFO's AFRM Position: Q3 2026 in Review

MYeCFO reduced its Affirm (AFRM) stake by 5.4% in Q3 2026, selling an estimated $56.1K and leaving 13,175 shares worth $912K. The position accounts for 0.34% of the portfolio, ranked #37.

MYeCFO first reported a position in AFRM in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.14M in Q2 2026. 217 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

MYeCFO held 13,175 shares of Affirm worth $912K as of Q3 2026.
MYeCFO sold 746 Affirm shares in Q3 2026, an estimated $56.1K.
Affirm made up 0.34% of MYeCFO's portfolio in Q3 2026, its #37 holding.
MYeCFO first reported a position in Affirm in Q3 2023 and has held it in 13 quarters since.
MYeCFO's Affirm position peaked at $1.14M in Q2 2026.
217 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

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