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RAFFA WEALTH MANAGEMENT, LLC’s Affirm AFRM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$2.45K Buy
30
+10
+50% +$654 ﹤0.01% 778
2026
Q1 		$916 Buy
20
+4
+25% +$231 ﹤0.01% 956
2025
Q4 		$1.19K Buy
16
+8
+100% +$576 ﹤0.01% 887
2025
Q3 		$585 Buy
+8
New +$609 ﹤0.01% 1030

Other funds holding AFRM

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
RAM
RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CPW
Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's AFRM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Affirm (AFRM) stake by 50% in Q2 2026, buying an estimated $654 and bringing the position to 30 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AFRM in Q3 2025 and has held it in 4 quarters since. 177 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 30 shares of Affirm worth $2.45K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 10 Affirm shares in Q2 2026, an estimated $654.
  • Affirm made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #778 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Affirm in Q3 2025 and has held it in 4 quarters since.
  • 177 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.