Royal Fund Management
AFRM icon

Royal Fund Management’s Affirm AFRM Stock Holding History

Royal Fund 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
Q3 		$5.42M Buy
78,244
+74,400
+1,935% +$5.59M 0.43% 81
2026
Q2 		$313K Sell
3,844
-29,600
-89% -$1.93M 0.03% 246
2026
Q1 		$1.53M Buy
33,444
+20,200
+153% +$1.17M 0.15% 160
2025
Q4 		$986K Buy
+13,244
New +$953K 0.09% 180
2025
Q2 		– Sell
-19,894
Closed -$899K – 337
2025
Q1 		$899K Buy
+19,894
New +$1.18M 0.1% 204
2024
Q4 		– Sell
-19,544
Closed -$798K – 290
2024
Q3 		$798K Sell
19,544
-60,800
-76% -$2.02M 0.05% 230
2024
Q2 		$2.43M Sell
80,344
-4,900
-6% -$157K 0.2% 111
2024
Q1 		$3.18M Buy
85,244
+63,500
+292% +$2.53M 0.31% 100
2023
Q4 		$1.07M Buy
+21,744
New +$629K 0.12% 184

Other funds holding AFRM

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 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
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 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

Royal Fund Management's AFRM Position: Q3 2026 in Review

Royal Fund Management increased its Affirm (AFRM) stake by 1,935% in Q3 2026, buying an estimated $5.59M and bringing the position to 78,244 shares worth $5.42M. The position accounts for 0.43% of the portfolio, ranked #81.

Royal Fund Management first reported a position in AFRM in Q4 2023 and has held it in 9 quarters since. 132 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Royal Fund Management held 78,244 shares of Affirm worth $5.42M as of Q3 2026.
  • Royal Fund Management bought 74,400 Affirm shares in Q3 2026, an estimated $5.59M.
  • Affirm made up 0.43% of Royal Fund Management's portfolio in Q3 2026, its #81 holding.
  • Royal Fund Management first reported a position in Affirm in Q4 2023 and has held it in 9 quarters since.
  • 132 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.