Private Wealth Management Group’s Affirm AFRM Stock Holding History

Private Wealth Management 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	$17.4K	Hold	252	–	–	﹤0.01%	459
2026 Q2	$20.6K	Hold	252	–	–	﹤0.01%	377
2026 Q1	$11.5K	Hold	252	–	–	﹤0.01%	485
2025 Q4	$18.8K	Sell	252 -1	-0.4%	-$72	0.01%	344
2025 Q3	$18.5K	Hold	253	–	–	0.01%	353
2025 Q2	$17.5K	Hold	253	–	–	0.01%	339
2025 Q1	$11.4K	Hold	253	–	–	﹤0.01%	428
2024 Q4	$15.4K	Hold	253	–	–	0.01%	373
2024 Q3	$10.3K	Buy	253 +11	+5%	+$365	﹤0.01%	449
2024 Q2	$7.31K	Buy	242 +23	+11%	+$738	﹤0.01%	553
2024 Q1	$8.16K	Buy	219 +21	+11%	+$838	﹤0.01%	468
2023 Q4	$9.7K	Buy	+198	New	+$5.72K	﹤0.01%	410

Other funds holding AFRM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Private Wealth Management Group's AFRM Position: Q3 2026 in Review

Private Wealth Management Group held its Affirm (AFRM) position steady in Q3 2026 at 252 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Private Wealth Management Group first reported a position in AFRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $20.6K in Q2 2026. 117 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

Private Wealth Management Group held 252 shares of Affirm worth $17.4K as of Q3 2026.
Private Wealth Management Group left its Affirm share count unchanged in Q3 2026.
Affirm made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #459 holding.
Private Wealth Management Group first reported a position in Affirm in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Affirm position peaked at $20.6K in Q2 2026.
117 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.