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 Q2	–	Sell	-17,200	Closed	-$144K	–	294
2026 Q1	$144K	Buy	17,200 +17,192	+214,900%	+$993K	0.01%	271
2025 Q4	$12.9K	Buy	+8	New	+$576	﹤0.01%	272
2025 Q2	–	Sell	-10,000	Closed	-$442K	–	336
2025 Q1	$442K	Buy	+10,000	New	+$593K	0.05%	240
2024 Q4	–	Sell	-6,100	Closed	-$249K	–	289
2024 Q3	$249K	Sell	6,100 -54,400	-90%	-$1.8M	0.01%	293
2024 Q2	$1.83M	Sell	60,500 -7,600	-11%	-$244K	0.15%	140
2024 Q1	$2.54M	Buy	68,100 +62,200	+1,054%	+$2.48M	0.25%	115
2023 Q4	$290K	Buy	+5,900	New	+$171K	0.03%	246

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Royal Fund Management's AFRM Position: Q2 2026 in Review

Royal Fund Management reduced its Affirm (AFRM) stake by 89% in Q2 2026, selling an estimated $1.93M and leaving 3,844 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #246.

Royal Fund Management first reported a position in AFRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.18M in Q1 2024. 142 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Royal Fund Management held 3,844 shares of Affirm worth $313K as of Q2 2026.
Royal Fund Management sold 29,600 Affirm shares in Q2 2026, an estimated $1.93M.
Affirm made up 0.03% of Royal Fund Management's portfolio in Q2 2026, its #246 holding.
Royal Fund Management first reported a position in Affirm in Q4 2023 and has held it in 8 quarters since.
Royal Fund Management's Affirm position peaked at $3.18M in Q1 2024.
142 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.