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Team Financial Group’s Affirm AFRM Stock Holding History

Team Financial Group’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
-12
Closed -$550 – 60
2026
Q1 		$550 Hold
12
– – ﹤0.01% 265
2025
Q4 		$893 Hold
12
– – ﹤0.01% 255
2025
Q3 		$877 Hold
12
– – ﹤0.01% 249
2025
Q2 		$830 Buy
+12
New +$622 ﹤0.01% 243

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
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

Team Financial Group's AFRM Position: Q2 2026 in Review

Team Financial Group sold out of Affirm (AFRM) in Q2 2026, closing a stake of 12 shares — an estimated $550 sold.

Team Financial Group first reported a position in AFRM in Q2 2025 and held it in 4 quarters. The position peaked at $893 in Q4 2025. 142 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Team Financial Group reported no remaining Affirm position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 12 Affirm shares in Q2 2026, an estimated $550.
  • Team Financial Group first reported a position in Affirm in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's Affirm position peaked at $893 in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.