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Omega Financial Group’s Affirm AFRM Stock Holding History

Omega 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 		$8.45M Hold
103,627
– – 2.57% 14
2026
Q1 		$4.75M Hold
103,627
– – 1.54% 21
2025
Q4 		$7.71M Sell
103,627
-2,000
-2% -$144K 2.54% 15
2025
Q3 		$7.72M Sell
105,627
-9,003
-8% -$685K 2.55% 15
2025
Q2 		$7.93M Buy
114,630
+5,351
+5% +$277K 2.82% 15
2025
Q1 		$4.94M Buy
109,279
+6,252
+6% +$370K 1.9% 18
2024
Q4 		$6.27M Buy
103,027
+4,871
+5% +$271K 2.37% 17
2024
Q3 		$4.01M Sell
98,156
-4,015
-4% -$133K 1.52% 23
2024
Q2 		$3.09M Buy
102,171
+8,603
+9% +$276K 1.25% 26
2024
Q1 		$3.49M Buy
93,568
+16,528
+21% +$660K 1.43% 24
2023
Q4 		$3.79M Buy
77,040
+8,509
+12% +$246K 1.62% 22
2023
Q3 		$1.46M Buy
68,531
+13,028
+23% +$238K 0.71% 37
2023
Q2 		$851K Buy
55,503
+4,303
+8% +$57.1K 0.39% 52
2023
Q1 		$577K Buy
51,200
+9,929
+24% +$125K 0.27% 58
2022
Q4 		$399K Buy
41,271
+3,315
+9% +$49.9K 0.21% 63
2022
Q3 		$712K Buy
37,956
+9,105
+32% +$238K 0.37% 49
2022
Q2 		$521K Buy
+28,851
New +$785K 0.25% 58

Other funds holding AFRM

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
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

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

Omega Financial Group held its Affirm (AFRM) position steady in Q2 2026 at 103,627 shares worth $8.45M. The position accounts for 2.57% of the portfolio, ranked #14.

Omega Financial Group first reported a position in AFRM in Q2 2022 and has held it in 17 quarters since. 219 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Omega Financial Group held 103,627 shares of Affirm worth $8.45M as of Q2 2026.
  • Omega Financial Group left its Affirm share count unchanged in Q2 2026.
  • Affirm made up 2.57% of Omega Financial Group's portfolio in Q2 2026, its #14 holding.
  • Omega Financial Group first reported a position in Affirm in Q2 2022 and has held it in 17 quarters since.
  • 219 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.