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Wedmont Private Capital’s Affirm AFRM Stock Holding History

Wedmont Private Capital’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 		$831K Sell
9,959
-381
-4% -$24.9K 0.02% 397
2026
Q1 		$515K Buy
10,340
+247
+2% +$14.3K 0.02% 484
2025
Q4 		$838K Buy
10,093
+952
+10% +$68.5K 0.03% 333
2025
Q3 		$701K Buy
9,141
+483
+6% +$36.8K 0.03% 351
2025
Q2 		$598K Buy
8,658
+129
+2% +$6.69K 0.03% 381
2025
Q1 		$345K Buy
+8,529
New +$505K 0.02% 481

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
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
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Wedmont Private Capital's AFRM Position: Q2 2026 in Review

Wedmont Private Capital reduced its Affirm (AFRM) stake by 3.7% in Q2 2026, selling an estimated $24.9K and leaving 9,959 shares worth $831K. The position accounts for 0.02% of the portfolio, ranked #397.

Wedmont Private Capital first reported a position in AFRM in Q1 2025 and has held it in 6 quarters since. The position peaked at $838K in Q4 2025. 73 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

  • Wedmont Private Capital held 9,959 shares of Affirm worth $831K as of Q2 2026.
  • Wedmont Private Capital sold 381 Affirm shares in Q2 2026, an estimated $24.9K.
  • Affirm made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #397 holding.
  • Wedmont Private Capital first reported a position in Affirm in Q1 2025 and has held it in 6 quarters since.
  • Wedmont Private Capital's Affirm position peaked at $838K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.