Principia Wealth Advisory’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.22K Buy
15
+2
+15% +$131 ﹤0.01% 720
2026
Q1
$596 Buy
13
+2
+18% +$116 ﹤0.01% 825
2025
Q4
$819 Buy
11
+3
+38% +$216 ﹤0.01% 728
2025
Q3
$585 Buy
8
+2
+33% +$152 ﹤0.01% 767
2025
Q2
$415 Buy
+6
New +$311 ﹤0.01% 773
2025
Q1
Sell
-8
Closed -$487 856
2024
Q4
$487 Buy
+8
New +$445 ﹤0.01% 553

Other funds holding AFRM

Principia Wealth Advisory's AFRM Position: Q2 2026 in Review

Principia Wealth Advisory increased its Affirm (AFRM) stake by 15% in Q2 2026, buying an estimated $131 and bringing the position to 15 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Principia Wealth Advisory first reported a position in AFRM in Q4 2024 and has held it in 6 quarters since. 660 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Principia Wealth Advisory held 15 shares of Affirm worth $1.22K as of Q2 2026.
  • Principia Wealth Advisory bought 2 Affirm shares in Q2 2026, an estimated $131.
  • Affirm made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #720 holding.
  • Principia Wealth Advisory first reported a position in Affirm in Q4 2024 and has held it in 6 quarters since.
  • 660 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.