Omega Financial Group
AFRM icon

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
Q3 		$7.17M Hold
103,627
– – 2.22% 16
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Omega Financial Group's AFRM Position: Q3 2026 in Review

Omega Financial Group held its Affirm (AFRM) position steady in Q3 2026 at 103,627 shares worth $7.17M. The position accounts for 2.22% of the portfolio, ranked #16.

Omega Financial Group first reported a position in AFRM in Q2 2022 and has held it in 18 quarters since. The position peaked at $8.45M in Q2 2026. 370 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Omega Financial Group held 103,627 shares of Affirm worth $7.17M as of Q3 2026.
  • Omega Financial Group left its Affirm share count unchanged in Q3 2026.
  • Affirm made up 2.22% of Omega Financial Group's portfolio in Q3 2026, its #16 holding.
  • Omega Financial Group first reported a position in Affirm in Q2 2022 and has held it in 18 quarters since.
  • Omega Financial Group's Affirm position peaked at $8.45M in Q2 2026.
  • 370 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Omega Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.