WESPAC Advisors’s Affirm AFRM Stock Holding History

WESPAC Advisors’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	$575K	Buy	+8,310	New	+$624K	0.29%	104

Other funds holding AFRM

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Catalyst Private Wealth San Mateo, California $239M AUM 21.76% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

WESPAC Advisors's AFRM Position: Q3 2026 in Review

WESPAC Advisors opened a new position in Affirm (AFRM) in Q3 2026: 8,310 shares worth $575K. The stake represents 0.29% of the portfolio and ranks #104 among its holdings.

193 funds tracked by Wall St. Rank hold AFRM as of Q3 2026.

WESPAC Advisors held 8,310 shares of Affirm worth $575K as of Q3 2026.
Affirm was a new WESPAC Advisors position in Q3 2026.
Affirm made up 0.29% of WESPAC Advisors's portfolio in Q3 2026, its #104 holding.
193 funds tracked by Wall St. Rank held Affirm as of Q3 2026.

Based on WESPAC Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.