Retirement Wealth Solutions
AFRM icon

Retirement Wealth Solutions’s Affirm AFRM Stock Holding History

Retirement Wealth Solutions’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 		$3.12K Buy
45
+1
+2% +$75 ﹤0.01% 496
2026
Q2 		$3.59K Buy
44
+9
+26% +$588 ﹤0.01% 415
2026
Q1 		$1.6K Sell
35
-8
-19% -$462 ﹤0.01% 550
2025
Q4 		$3.2K Buy
43
+9
+26% +$648 ﹤0.01% 380
2025
Q3 		$2.48K Buy
+34
New +$2.59K ﹤0.01% 407

Other funds holding AFRM

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Catalyst Private Wealth
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Retirement Wealth Solutions's AFRM Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Affirm (AFRM) stake by 2.3% in Q3 2026, buying an estimated $75 and bringing the position to 45 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Retirement Wealth Solutions first reported a position in AFRM in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.59K in Q2 2026. 94 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Retirement Wealth Solutions held 45 shares of Affirm worth $3.12K as of Q3 2026.
  • Retirement Wealth Solutions bought 1 Affirm share in Q3 2026, an estimated $75.
  • Affirm made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #496 holding.
  • Retirement Wealth Solutions first reported a position in Affirm in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Affirm position peaked at $3.59K in Q2 2026.
  • 94 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.