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 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	+$1.19K	﹤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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return