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Rachor Investment Advisory Services’s Affirm AFRM Stock Holding History

Rachor Investment Advisory 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 		– Sell
-88
Closed -$4.03K – 211
2026
Q1 		$4.03K Buy
88
+14
+19% +$809 ﹤0.01% 181
2025
Q4 		$5.51K Buy
+74
New +$5.33K ﹤0.01% 148

Other funds holding AFRM

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AO
Allen Operations New York $722M AUM 20.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Rachor Investment Advisory Services's AFRM Position: Q2 2026 in Review

Rachor Investment Advisory Services sold out of Affirm (AFRM) in Q2 2026, closing a stake of 88 shares — an estimated $4.03K sold.

Rachor Investment Advisory Services first reported a position in AFRM in Q4 2025 and held it in 2 quarters. The position peaked at $5.51K in Q4 2025. 289 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Rachor Investment Advisory Services reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
  • Rachor Investment Advisory Services sold 88 Affirm shares in Q2 2026, an estimated $4.03K.
  • Rachor Investment Advisory Services first reported a position in Affirm in Q4 2025 and held it in 2 quarters.
  • Rachor Investment Advisory Services's Affirm position peaked at $5.51K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.