Wealth Enhancement Advisory Services
AFRM icon

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
Q3 		$1.21M Buy
15,652
+1,142
+8% +$85.8K ﹤0.01% 2046
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

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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Wealth Enhancement Advisory Services's AFRM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Affirm (AFRM) stake by 7.9% in Q3 2026, buying an estimated $85.8K and bringing the position to 15,652 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

Wealth Enhancement Advisory Services first reported a position in AFRM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q2 2026. 170 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 15,652 shares of Affirm worth $1.21M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,142 Affirm shares in Q3 2026, an estimated $85.8K.
  • Affirm made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2046 holding.
  • Wealth Enhancement Advisory Services first reported a position in Affirm in Q2 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Affirm position peaked at $1.21M in Q2 2026.
  • 170 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.