Wealth Enhancement Advisory Services’s Affirm AFRM Stock Holding History

Wealth Enhancement Advisory Services’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	$1.21M	Buy	14,510 +5,035	+53%	+$329K	﹤0.01%	1935
2026 Q1	$439K	Buy	9,475 +2,964	+46%	+$171K	﹤0.01%	2432
2025 Q4	$536K	Sell	6,511 -3,962	-38%	-$285K	﹤0.01%	2415
2025 Q3	$803K	Buy	10,473 +4,093	+64%	+$311K	﹤0.01%	2004
2025 Q2	$441K	Buy	+6,380	New	+$331K	﹤0.01%	2318
2025 Q1	–	Sell	-3,747	Closed	-$228K	–	2979
2024 Q4	$228K	Buy	+3,747	New	+$208K	﹤0.01%	2597
2024 Q3	–	Sell	-7,862	Closed	-$238K	–	2802
2024 Q2	$238K	Buy	+7,862	New	+$252K	﹤0.01%	2157

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's AFRM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Affirm (AFRM) stake by 53% in Q2 2026, buying an estimated $329K and bringing the position to 14,510 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1935.

Wealth Enhancement Advisory Services first reported a position in AFRM in Q2 2024 and has held it in 7 quarters since. 103 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Wealth Enhancement Advisory Services held 14,510 shares of Affirm worth $1.21M as of Q2 2026.
Wealth Enhancement Advisory Services bought 5,035 Affirm shares in Q2 2026, an estimated $329K.
Affirm made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1935 holding.
Wealth Enhancement Advisory Services first reported a position in Affirm in Q2 2024 and has held it in 7 quarters since.
103 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.