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Valeo Financial Advisors’s Affirm AFRM Stock Holding History

Valeo Financial Advisors’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 		$233K Buy
+2,853
New +$186K ﹤0.01% 712

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
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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Valeo Financial Advisors's AFRM Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Affirm (AFRM) in Q2 2026: 2,853 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #712 among its holdings.

109 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Valeo Financial Advisors held 2,853 shares of Affirm worth $233K as of Q2 2026.
  • Affirm was a new Valeo Financial Advisors position in Q2 2026.
  • Affirm made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #712 holding.
  • 109 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.