Physician Wealth Advisors’s Affirm AFRM Stock Holding History

Physician Wealth Advisors’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	$7.75K	Buy	95 +1	+1%	+$65	﹤0.01%	946
2026 Q1	$4.31K	Buy	94 +63	+203%	+$3.64K	﹤0.01%	1059
2025 Q4	$2.31K	Hold	31	–	–	﹤0.01%	1223
2025 Q3	$2.27K	Buy	31 +21	+210%	+$1.6K	﹤0.01%	1166
2025 Q2	$692	Sell	10 -31	-76%	-$1.61K	﹤0.01%	1609
2025 Q1	$1.85K	Buy	+41	New	+$2.43K	﹤0.01%	883

Other funds holding AFRM

AIM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Physician Wealth Advisors's AFRM Position: Q2 2026 in Review

Physician Wealth Advisors increased its Affirm (AFRM) stake by 1.1% in Q2 2026, buying an estimated $65 and bringing the position to 95 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Physician Wealth Advisors first reported a position in AFRM in Q1 2025 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Physician Wealth Advisors held 95 shares of Affirm worth $7.75K as of Q2 2026.
Physician Wealth Advisors bought 1 Affirm share in Q2 2026, an estimated $65.
Affirm made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #946 holding.
Physician Wealth Advisors first reported a position in Affirm in Q1 2025 and has held it in 6 quarters since.
231 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.