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Root Financial Partners’s Affirm AFRM Stock Holding History

Root Financial Partners’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
-344
Closed -$15.8K – 472
2026
Q1 		$15.8K Sell
344
-90
-21% -$5.2K ﹤0.01% 1456
2025
Q4 		$32.3K Buy
434
+157
+57% +$11.3K ﹤0.01% 906
2025
Q3 		$20.2K Buy
+277
New +$21.1K ﹤0.01% 1111

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
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

Root Financial Partners's AFRM Position: Q2 2026 in Review

Root Financial Partners sold out of Affirm (AFRM) in Q2 2026, closing a stake of 344 shares — an estimated $15.8K sold.

Root Financial Partners first reported a position in AFRM in Q3 2025 and held it in 3 quarters. The position peaked at $32.3K in Q4 2025. 196 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Root Financial Partners reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 344 Affirm shares in Q2 2026, an estimated $15.8K.
  • Root Financial Partners first reported a position in Affirm in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Affirm position peaked at $32.3K in Q4 2025.
  • 196 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.