Wealth Enhancement Trust Services
AFRM icon

Wealth Enhancement Trust Services’s Affirm AFRM Stock Holding History

Wealth Enhancement Trust 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 		– Sell
-3
Closed -$245 – 793
2026
Q2 		$245 Buy
+3
New +$196 ﹤0.01% 1335

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Baillie Gifford & Co
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UBS Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Wealth Enhancement Trust Services sold out of Affirm (AFRM) in Q3 2026, closing a stake of 3 shares — an estimated $245 sold.

Wealth Enhancement Trust Services first reported a position in AFRM in Q2 2026 and held it in 1 quarter. The position peaked at $245 in Q2 2026. 400 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining Affirm position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 3 Affirm shares in Q3 2026, an estimated $245.
  • Wealth Enhancement Trust Services first reported a position in Affirm in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's Affirm position peaked at $245 in Q2 2026.
  • 400 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.