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RFG Advisory’s Affirm AFRM Stock Holding History

RFG Advisory’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 		$1.79M Buy
21,931
+2,760
+14% +$180K 0.03% 398
2026
Q1 		$878K Buy
19,171
+3,356
+21% +$194K 0.02% 574
2025
Q4 		$1.18M Buy
15,815
+1,888
+14% +$136K 0.02% 481
2025
Q3 		$1.02M Buy
13,927
+2,453
+21% +$187K 0.02% 486
2025
Q2 		$793K Buy
11,474
+5,807
+102% +$301K 0.02% 494
2025
Q1 		$256K Buy
+5,667
New +$336K 0.01% 765

Other funds holding AFRM

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 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

RFG Advisory's AFRM Position: Q2 2026 in Review

RFG Advisory increased its Affirm (AFRM) stake by 14% in Q2 2026, buying an estimated $180K and bringing the position to 21,931 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #398.

RFG Advisory first reported a position in AFRM in Q1 2025 and has held it in 6 quarters since. 160 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • RFG Advisory held 21,931 shares of Affirm worth $1.79M as of Q2 2026.
  • RFG Advisory bought 2,760 Affirm shares in Q2 2026, an estimated $180K.
  • Affirm made up 0.03% of RFG Advisory's portfolio in Q2 2026, its #398 holding.
  • RFG Advisory first reported a position in Affirm in Q1 2025 and has held it in 6 quarters since.
  • 160 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.