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Portside Wealth Group’s Affirm AFRM Stock Holding History

Portside Wealth 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 		$512K Buy
+6,279
New +$410K 0.06% 300

Other funds holding AFRM

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Portside Wealth Group's AFRM Position: Q2 2026 in Review

Portside Wealth Group opened a new position in Affirm (AFRM) in Q2 2026: 6,279 shares worth $512K. The stake represents 0.06% of the portfolio and ranks #300 among its holdings.

73 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Portside Wealth Group held 6,279 shares of Affirm worth $512K as of Q2 2026.
  • Affirm was a new Portside Wealth Group position in Q2 2026.
  • Affirm made up 0.06% of Portside Wealth Group's portfolio in Q2 2026, its #300 holding.
  • 73 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.