VisionPoint Advisory Group
AFRM icon

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
Q3 		$205K Sell
2,954
-86
-3% -$6.46K 0.03% 442
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Catalyst Private Wealth
Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

VisionPoint Advisory Group's AFRM Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Affirm (AFRM) stake by 2.8% in Q3 2026, selling an estimated $6.46K and leaving 2,954 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #442.

VisionPoint Advisory Group first reported a position in AFRM in Q4 2023 and has held it in 4 quarters since. The position peaked at $248K in Q2 2026. 132 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • VisionPoint Advisory Group held 2,954 shares of Affirm worth $205K as of Q3 2026.
  • VisionPoint Advisory Group sold 86 Affirm shares in Q3 2026, an estimated $6.46K.
  • Affirm made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #442 holding.
  • VisionPoint Advisory Group first reported a position in Affirm in Q4 2023 and has held it in 4 quarters since.
  • VisionPoint Advisory Group's Affirm position peaked at $248K in Q2 2026.
  • 132 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.