Physician Wealth Advisors
AFRM icon

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
Q3 		$6.58K Hold
95
– – ﹤0.01% 1031
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Physician Wealth Advisors's AFRM Position: Q3 2026 in Review

Physician Wealth Advisors held its Affirm (AFRM) position steady in Q3 2026 at 95 shares worth $6.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Physician Wealth Advisors first reported a position in AFRM in Q1 2025 and has held it in 7 quarters since. The position peaked at $7.75K in Q2 2026. 305 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Physician Wealth Advisors held 95 shares of Affirm worth $6.58K as of Q3 2026.
  • Physician Wealth Advisors left its Affirm share count unchanged in Q3 2026.
  • Affirm made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1031 holding.
  • Physician Wealth Advisors first reported a position in Affirm in Q1 2025 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Affirm position peaked at $7.75K in Q2 2026.
  • 305 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.