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VisionPoint Advisory Group’s Affirm AFRM Stock Holding History

VisionPoint Advisory Group’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 		$248K Buy
+3,040
New +$199K 0.04% 406
2024
Q2 		– Sell
-61
Closed -$2.27K – 812
2024
Q1 		$2.27K Buy
61
+4
+7% +$160 ﹤0.01% 661
2023
Q4 		$2.8K Buy
+57
New +$1.65K ﹤0.01% 575

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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 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 $6.4B AUM 19.93% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

VisionPoint Advisory Group's AFRM Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in Affirm (AFRM) in Q2 2026: 3,040 shares worth $248K. The stake represents 0.04% of the portfolio and ranks #406 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in AFRM as recently as Q1 2024.

VisionPoint Advisory Group first reported a position in AFRM in Q4 2023 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • VisionPoint Advisory Group held 3,040 shares of Affirm worth $248K as of Q2 2026.
  • Affirm was a new VisionPoint Advisory Group position in Q2 2026.
  • Affirm made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #406 holding.
  • VisionPoint Advisory Group first reported a position in Affirm in Q4 2023 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.