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Thurston Springer Miller Herd & Titak’s Affirm AFRM Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$107K Hold
1,314
– – 0.04% 341
2026
Q1 		$60.2K Hold
1,314
– – 0.02% 503
2025
Q4 		$97.8K Buy
+1,314
New +$94.6K 0.03% 365
2025
Q3 		– Sell
-1,387
Closed -$95.9K – 551
2025
Q2 		$95.9K Buy
1,387
+4
+0.3% +$207 0.01% 515
2025
Q1 		$62.5K Buy
1,383
+1,346
+3,638% +$79.8K 0.01% 565
2024
Q4 		$2.25K Sell
37
-140
-79% -$7.78K ﹤0.01% 1123
2024
Q3 		$7.22K Buy
177
+139
+366% +$4.61K ﹤0.01% 1124
2024
Q2 		$1.15K Sell
38
-618
-94% -$19.8K ﹤0.01% 1368
2024
Q1 		$24.4K Buy
+656
New +$26.2K 0.01% 89

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
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
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return