RJA Asset Management’s Affirm AFRM Stock Holding History

RJA Asset Management’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	$19.7M	Sell	241,600 -3,900	-2%	-$255K	6.14%	2
2026 Q1	$11.2M	Buy	245,500 +160,000	+187%	+$9.24M	4.14%	2
2025 Q4	$6.36M	Hold	85,500	–	–	2.25%	3
2025 Q3	$6.25M	Sell	85,500 -468,327	-85%	-$35.6M	2.38%	3
2025 Q2	$38.3M	Hold	553,827	–	–	13.18%	2
2025 Q1	$25M	Buy	553,827 +156,402	+39%	+$9.27M	7.72%	2
2024 Q4	$24.2M	Hold	397,425	–	–	5.81%	2
2024 Q3	$16.2M	Hold	397,425	–	–	4.11%	3
2024 Q2	$12M	Hold	397,425	–	–	3.4%	4
2024 Q1	$14.8M	Buy	+397,425	New	+$15.9M	5.03%	2

Other funds holding AFRM

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

RJA Asset Management's AFRM Position: Q2 2026 in Review

RJA Asset Management reduced its Affirm (AFRM) stake by 1.6% in Q2 2026, selling an estimated $255K and leaving 241,600 shares worth $19.7M. The position accounts for 6.14% of the portfolio, ranked #2.

RJA Asset Management first reported a position in AFRM in Q1 2024 and has held it in 10 quarters since. The position peaked at $38.3M in Q2 2025. 231 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

RJA Asset Management held 241,600 shares of Affirm worth $19.7M as of Q2 2026.
RJA Asset Management sold 3,900 Affirm shares in Q2 2026, an estimated $255K.
Affirm made up 6.14% of RJA Asset Management's portfolio in Q2 2026, its #2 holding.
RJA Asset Management first reported a position in Affirm in Q1 2024 and has held it in 10 quarters since.
RJA Asset Management's Affirm position peaked at $38.3M in Q2 2025.
231 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on RJA Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.