NBT Bank’s Affirm AFRM Stock Holding History

NBT Bank’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	–	Sell	-16	Closed	-$1.3K	–	579
2026 Q2	$1.3K	Hold	16	–	–	﹤0.01%	937
2026 Q1	$733	Buy	+16	New	+$924	﹤0.01%	991

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

NBT Bank's AFRM Position: Q3 2026 in Review

NBT Bank sold out of Affirm (AFRM) in Q3 2026, closing a stake of 16 shares — an estimated $1.3K sold.

NBT Bank first reported a position in AFRM in Q1 2026 and held it in 2 quarters. The position peaked at $1.3K in Q2 2026. 132 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

NBT Bank reported no remaining Affirm position as of Q3 2026 after selling out during the quarter.
NBT Bank sold 16 Affirm shares in Q3 2026, an estimated $1.3K.
NBT Bank first reported a position in Affirm in Q1 2026 and held it in 2 quarters.
NBT Bank's Affirm position peaked at $1.3K in Q2 2026.
132 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.