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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
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% +$4.33K 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

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

Prospera Financial Services's AFRM Position: Q2 2026 in Review

Prospera Financial Services increased its Affirm (AFRM) stake by 4% in Q2 2026, buying an estimated $44K and bringing the position to 17,575 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #620.

Prospera Financial Services first reported a position in AFRM in Q1 2022 and has held it in 17 quarters since. 73 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Prospera Financial Services held 17,575 shares of Affirm worth $1.43M as of Q2 2026.
  • Prospera Financial Services bought 673 Affirm shares in Q2 2026, an estimated $44K.
  • Affirm made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #620 holding.
  • Prospera Financial Services first reported a position in Affirm in Q1 2022 and has held it in 17 quarters since.
  • 73 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.