Portside Wealth Group
AFRM icon

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
Q3 		$455K Buy
6,571
+292
+5% +$21.9K 0.05% 327
2026
Q2 		$512K Buy
+6,279
New +$410K 0.06% 300

Other funds holding AFRM

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Catalyst Private Wealth
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Portside Wealth Group's AFRM Position: Q3 2026 in Review

Portside Wealth Group increased its Affirm (AFRM) stake by 4.7% in Q3 2026, buying an estimated $21.9K and bringing the position to 6,571 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #327.

Portside Wealth Group first reported a position in AFRM in Q2 2026 and has held it in 2 quarters since. The position peaked at $512K in Q2 2026. 91 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Portside Wealth Group held 6,571 shares of Affirm worth $455K as of Q3 2026.
  • Portside Wealth Group bought 292 Affirm shares in Q3 2026, an estimated $21.9K.
  • Affirm made up 0.05% of Portside Wealth Group's portfolio in Q3 2026, its #327 holding.
  • Portside Wealth Group first reported a position in Affirm in Q2 2026 and has held it in 2 quarters since.
  • Portside Wealth Group's Affirm position peaked at $512K in Q2 2026.
  • 91 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

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