Prospera Financial Services
AFRM icon

Prospera Financial Services’s Affirm AFRM Stock Holding History

Prospera Financial Services’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 		$1.28M Sell
17,471
-104
-0.6% -$7.82K 0.02% 738
2026
Q2 		$1.43M Buy
17,575
+673
+4% +$44K 0.02% 620
2026
Q1 		$774K Buy
+16,902
New +$976K 0.01% 822
2025
Q4 		– Sell
-10,310
Closed -$753K – 1360
2025
Q3 		$753K Buy
10,310
+20
+0.2% +$1.52K 0.01% 785
2025
Q2 		$711K Sell
10,290
-977
-9% -$50.7K 0.01% 778
2025
Q1 		$509K Buy
11,267
+73
+0.7% +$4.32K 0.01% 771
2024
Q4 		$682K Sell
11,194
-2,325
-17% -$129K 0.02% 651
2024
Q3 		$552K Sell
13,519
-77
-0.6% -$2.56K 0.01% 690
2024
Q2 		$411K Sell
13,596
-471
-3% -$15.1K 0.01% 788
2024
Q1 		$524K Sell
14,067
-931
-6% -$37.2K 0.02% 698
2023
Q4 		$737K Sell
14,998
-5,705
-28% -$165K 0.02% 546
2023
Q3 		$440K Sell
20,703
-39
-0.2% -$713 0.02% 659
2023
Q2 		$318K Sell
20,742
-10,023
-33% -$133K 0.01% 773
2023
Q1 		$347K Buy
30,765
+1,446
+5% +$18.2K 0.01% 734
2022
Q4 		$284K Sell
29,319
-286
-1% -$4.31K 0.01% 732
2022
Q3 		$555K Buy
29,605
+779
+3% +$20.4K 0.03% 497
2022
Q2 		$521K Buy
28,826
+19,755
+218% +$537K 0.03% 502
2022
Q1 		$420K Buy
+9,071
New +$475K 0.02% 645

Other funds holding AFRM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return

Prospera Financial Services's AFRM Position: Q3 2026 in Review

Prospera Financial Services reduced its Affirm (AFRM) stake by 0.59% in Q3 2026, selling an estimated $7.82K and leaving 17,471 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #738.

Prospera Financial Services first reported a position in AFRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.43M in Q2 2026. 331 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Prospera Financial Services held 17,471 shares of Affirm worth $1.28M as of Q3 2026.
  • Prospera Financial Services sold 104 Affirm shares in Q3 2026, an estimated $7.82K.
  • Affirm made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #738 holding.
  • Prospera Financial Services first reported a position in Affirm in Q1 2022 and has held it in 18 quarters since.
  • Prospera Financial Services's Affirm position peaked at $1.43M in Q2 2026.
  • 331 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.