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
2024
Q3 		– Sell
-500
Closed -$900 – 2801
2024
Q2 		$900 Buy
+500
New +$16K ﹤0.01% 2593

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Robeco Institutional Asset Management
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. 109 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.
  • 109 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.