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Sequoia Financial Advisors’s Affirm AFRM Stock Holding History

Sequoia Financial 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
Q2 		– Sell
-100
Closed -$4.58K – 2167
2026
Q1 		$4.58K Buy
+100
New +$5.78K ﹤0.01% 1916

Other funds holding AFRM

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Sequoia Financial Advisors's AFRM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Affirm (AFRM) stake by 2.7% in Q2 2026, selling an estimated $29.7K and leaving 16,519 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #806.

Sequoia Financial Advisors first reported a position in AFRM in Q2 2023 and has held it in 12 quarters since. 88 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Sequoia Financial Advisors held 16,519 shares of Affirm worth $1.35M as of Q2 2026.
  • Sequoia Financial Advisors sold 455 Affirm shares in Q2 2026, an estimated $29.7K.
  • Affirm made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #806 holding.
  • Sequoia Financial Advisors first reported a position in Affirm in Q2 2023 and has held it in 12 quarters since.
  • 88 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.