RIA
AFRM icon

Rhodes Investment Advisors’s Affirm AFRM Stock Holding History

Rhodes Investment Advisors’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 		$788K Buy
11,378
+149
+1% +$11.2K 0.56% 55
2026
Q2 		$916K Sell
11,229
-125
-1% -$8.17K 0.67% 49
2026
Q1 		$520K Buy
11,354
+5,117
+82% +$296K 0.45% 66
2025
Q4 		$464K Buy
+6,237
New +$449K 0.38% 67

Other funds holding AFRM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rhodes Investment Advisors's AFRM Position: Q3 2026 in Review

Rhodes Investment Advisors increased its Affirm (AFRM) stake by 1.3% in Q3 2026, buying an estimated $11.2K and bringing the position to 11,378 shares worth $788K. The position accounts for 0.56% of the portfolio, ranked #55.

Rhodes Investment Advisors first reported a position in AFRM in Q4 2025 and has held it in 4 quarters since. The position peaked at $916K in Q2 2026. 17 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Rhodes Investment Advisors held 11,378 shares of Affirm worth $788K as of Q3 2026.
  • Rhodes Investment Advisors bought 149 Affirm shares in Q3 2026, an estimated $11.2K.
  • Affirm made up 0.56% of Rhodes Investment Advisors's portfolio in Q3 2026, its #55 holding.
  • Rhodes Investment Advisors first reported a position in Affirm in Q4 2025 and has held it in 4 quarters since.
  • Rhodes Investment Advisors's Affirm position peaked at $916K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.