True Wealth Design
AFRM icon

True Wealth Design’s Affirm AFRM Stock Holding History

True Wealth Design’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 		$5.26K Sell
76
-6
-7% -$451 ﹤0.01% 1319
2026
Q2 		$6.69K Buy
82
+26
+46% +$1.7K ﹤0.01% 1205
2026
Q1 		$2.57K Sell
56
-8
-13% -$462 ﹤0.01% 1440
2025
Q4 		$4.74K Sell
64
-203
-76% -$14.6K ﹤0.01% 1105
2025
Q3 		$19.5K Buy
267
+232
+663% +$17.7K 0.01% 626
2025
Q2 		$2.42K Buy
35
+15
+75% +$778 ﹤0.01% 1104
2025
Q1 		$904 Buy
+20
New +$1.18K ﹤0.01% 1300
2023
Q2 		– Sell
-1,100
Closed -$12.4K – 786
2023
Q1 		$12.4K Hold
1,100
– – 0.01% 230
2022
Q4 		$10.6K Buy
+1,100
New +$16.6K ﹤0.01% 217

Other funds holding AFRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

True Wealth Design's AFRM Position: Q3 2026 in Review

True Wealth Design reduced its Affirm (AFRM) stake by 7.3% in Q3 2026, selling an estimated $451 and leaving 76 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

True Wealth Design first reported a position in AFRM in Q4 2022 and has held it in 9 quarters since. The position peaked at $19.5K in Q3 2025. 370 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • True Wealth Design held 76 shares of Affirm worth $5.26K as of Q3 2026.
  • True Wealth Design sold 6 Affirm shares in Q3 2026, an estimated $451.
  • Affirm made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1319 holding.
  • True Wealth Design first reported a position in Affirm in Q4 2022 and has held it in 9 quarters since.
  • True Wealth Design's Affirm position peaked at $19.5K in Q3 2025.
  • 370 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.