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Toth Financial Advisory’s Affirm AFRM Stock Holding History

Toth Financial Advisory’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 		$2.35K Buy
+34
New +$2.56K ﹤0.01% 774
2026
Q1 		– Sell
-10,200
Closed -$759K – 922
2025
Q4 		$759K Hold
10,200
– – 0.08% 149
2025
Q3 		$745K Hold
10,200
– – 0.08% 150
2025
Q2 		$705K Buy
+10,200
New +$529K 0.08% 141

Other funds holding AFRM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Toth Financial Advisory's AFRM Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Affirm (AFRM) in Q3 2026: 34 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #774 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in AFRM as recently as Q4 2025.

Toth Financial Advisory first reported a position in AFRM in Q2 2025 and has held it in 4 quarters since. The position peaked at $759K in Q4 2025. 17 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Toth Financial Advisory held 34 shares of Affirm worth $2.35K as of Q3 2026.
  • Affirm was a new Toth Financial Advisory position in Q3 2026.
  • Affirm made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #774 holding.
  • Toth Financial Advisory first reported a position in Affirm in Q2 2025 and has held it in 4 quarters since.
  • Toth Financial Advisory's Affirm position peaked at $759K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.