Planning Strategies Inc.’s Affirm AFRM Stock Holding History

Planning Strategies Inc.’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	$1.55K	Buy	+19	New	+$1.24K	﹤0.01%	655

Other funds holding AFRM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

RJA Asset Management Stamford, Connecticut $321M AUM 45.38% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.3B AUM

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

New York State Common Retirement Fund

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Catalyst Private Wealth San Mateo, California $207M AUM 11.77% 1-Year Est. Return

Asset Management One

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return

Planning Strategies Inc.'s AFRM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Affirm (AFRM) in Q2 2026: 19 shares worth $1.55K. The stake represents ﹤0.01% of the portfolio and ranks #655 among its holdings.

196 funds tracked by Wall St. Rank hold AFRM as of Q2 2026.

Planning Strategies Inc. held 19 shares of Affirm worth $1.55K as of Q2 2026.
Affirm was a new Planning Strategies Inc. position in Q2 2026.
Affirm made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #655 holding.
196 funds tracked by Wall St. Rank held Affirm as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.